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Cynthia Jane Green

L.m. Kohn & Co.

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About Cynthia Jane Green

Cynthia Green is a registered representative with L.m. Kohn & Co. Cynthia has been in the financial services industry since 1988, working with a variety of firms including AXA Advisors, LLC, Sunset Financial Services, Inc., and MML Investors Services, Inc.. Cynthia is currently registered in 8 states including Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Tennessee, and West Virginia and has a Series 6 and Series 63 license. Cynthia specializes in portfolio management for both businesses and individuals and provides financial planning services.

Firm Information

Cynthia Green is currently registered with L.m. Kohn & Co.. L.m. Kohn & Co. is a corporation formed in 1990, headquartered in Cincinnati, Ohio. They offer a range of advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals with approximately $1 billion to $10 billion in assets under management. The firm is registered with the SEC and in 49 states.
L.m. Kohn & Co.

10151 CARVER RD.

CINCINNATI, OH 45242

$2.09B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat commission/execution fee

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Cynthia Green’s Registration & Firm History

KY

08/27/2009 - Present

L.m. Kohn & Co. (LOUISVILLE KY)

KY

06/15/2007 - 08/13/2009

AXA ADVISORS, LLC (LOUISVILLE KY)

KY

05/14/1999 - 06/15/2007

SUNSET FINANCIAL SERVICES, INC. (LOUISVILLE KY)

MA

09/25/1997 - 05/14/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

03/01/1996 - 07/02/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

04/24/1991 - 03/01/1996

G. R. PHELPS & CO., INC.

NY

09/20/1988 - 05/22/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

09/20/1988 - 05/22/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

04/23/1990 - 05/21/1990

G. R. PHELPS & CO., INC.

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Licenses & Designations

BC

Issued 08/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Jane Green.
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