Jennifer Green is a registered investment advisor at LPL Financial LLC, based in St. Charles, MO, 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
St. Charles, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates under the DBA Vantage Investment Services Group for her LPL business. She also works as an adjunct instructor at Lindenwood University, teaching classes on investments, business law, and consumer finance, dedicating about 10% of her time. Finally, Jennifer is the Director of Quality Assurance at Vantage Credit Union, dedicating about two-thirds of her time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sws Financial ServicesBroker
State Registrations1 state
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