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Corina Green

LPL Enterprise, LLC
20 Years of Experience
Plano, TX
3 DisclosuresBroker
View SEC Summary
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Corina Green is a registered investment advisor at LPL Enterprise, LLC, based in Plano, TX, with 20 years of industry experience. Corina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5700 Granite Pkwy, Suite 360, Plano, TX, 75024

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2021
Final
Financial
April 2021
Final
Financial
February 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2025 - Present · 11 mos
LPL Enterprise, LLC
November 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2021 - June 2024 · 2 yrs 7 mos
Wells Fargo Advisors
November 2021 - June 2024 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2016 - June 2021 · 5 yrs 2 mos
J.P. Morgan Securities LLC
April 2016 - June 2021 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - August 2015 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - August 2015 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2010 · 11 mos
Banc of America Investment Services, INC.Broker
May 2007 - October 2009 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
January 2005 - May 2007 · 2 yrs 4 mos
CUNA Brokerage Services, INC.Broker
April 2003 - January 2005 · 1 yr 9 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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