Tricia Seitelbach-Green is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
14217 Dayton Circle Suite 3, Omaha, NE, 68137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tricia operates Vintage Financial Group, LLC as a DBA for her LPL business. She also owns Tricia Green Photography since 2013 and works as a notary since 2014, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Qa3 Financial CORP.Broker
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Smith Barney Shearson INC.Broker
State Registrations5 states
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