Corina Green
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCNov 2025 to now
- UnemployedSep 2024 to Sep 2025
- Wells Fargo Clearing ServicesOct 2021 to Aug 2024
- Wells Fargo BankJun 2021 to Aug 2024
- Brg Holdings, LLC.Mar 2018 to Jun 2021
- Bellarenn Properties, LLCJul 2017 to Jun 2021
- JPMorgan Securities LLCMar 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4253262
- Firm CRD
- 8733