Mary Greene is a registered investment advisor at LPL Enterprise, LLC, based in Atlanta, GA, with 17 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
3343 Peachtree Road, N.E., Suite 700, Atlanta, GA, 30326
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Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Mary is a business owner of Genesis Consulting Solutions LLC and Explore the World Travel LLC. She spends a few hours per week on Genesis Consulting and about a quarter of her time on Explore the World Travel, booking vacation and leisure travel for customers.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations16 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.