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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Green is a registered investment advisor representative with Sterling Capital Management LLC in Charlotte, North Carolina. Lillian has been in the industry since August 2019 and has passed several securities exams, including the Series 63, Series 65, and Series 7. Lillian is also registered with the state of North Carolina as an investment advisor representative. Lillian Green's current role at Sterling Capital Management LLC is Regional Consultant-East/Northeast/Associate Director, which means Lillian manages data integrity for the company. Before working with Sterling Capital Management LLC, Lillian worked for Sterling Capital Distributors, LLC, and Bank of America. Lillian also worked as a real estate agent in North Carolina. Lillian is registered to provide investment advisory services to individuals, investment companies, and pooled investment vehicles. Lillian has several years of experience in the financial services industry and is dedicated to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
02/06/2020 - Present
Sterling Capital Management LLC (Charlotte NC)
IA
Issued 02/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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