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Eric F. Green, CPA CFP® AIF®

Managing Wealth for a Life of Purpose!

LPL Financial LLC

Spokane

WA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.
Employer Years Dates
Strategic Wealth Advisors Group, LLC 3 years, 9 months Jun 2016 - Present
Lpl Financial, LLC 5 years, 11 months Apr 2014 - Present
FSIC 8 years, 8 months Aug 2005 - Apr 2014
Purpose Financial Advisors 14 years, 9 months Jun 2005 - Present

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • 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.
  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 3, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 3, 2020
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Jan. 24, 2020
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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