Curtis Green
Curtis Green is a registered investment advisor at LPL Financial LLC, based in Rancho Mirage, CA, 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
34530 Bob Hope Drive, Suite A, Rancho Mirage, CA, 92270
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
January 2006Other Business Activities
Curtis is involved in several real estate rental activities, each requiring minimal time. He also dedicates full-time hours to providing investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm and DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Light SecuritiesBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.