Samuel Green
Samuel Green is a registered investment advisor at LPL Financial LLC, based in Allen, TX, with 18 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
900 W Bethany Dr Suite 370, Allen, TX, 75013
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Regulatory History (1)
Customer Dispute
October 2014Other Business ActivitiesSells Insurance
Samuel is involved with Upstream Investment Partners and Green Wealth Management, LLC, dedicating full-time hours to each. He also sells non-variable insurance through multiple carriers, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations15 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.