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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rose Greene Financial Services 16 years Mar 2001 - Present
LPL Financial LLC 30 years, 8 months Aug 1986 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Rose Greene

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Nov. 7, 2016
    • $60.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 422
      number of clients
    • $142.2K
      Estimated Average Account Balance Per Client

LPL Financial LLC

Last updated on March 10, 2017
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions