Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Hayden Green is a financial advisor with over 20 years of experience in the industry. Todd currently works at LPL Financial LLC and is registered with FINRA and the state of Texas. Todd has also previously worked at AVANTAX INVESTMENT SERVICES, INC. and H.D. VEST INVESTMENT SERVICES. Todd holds a Series 63, Series 65, Series 7 and Series 24 licenses. Todd is a Certified Financial Planner and can provide financial planning, portfolio management, and investment advisory services to individuals, businesses and other entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/30/2021 - Present
LPL Financial LLC (DALLAS TX)
TX
05/05/2009 - 07/07/2021
AVANTAX INVESTMENT SERVICES, INC. (Dallas TX)
TX
07/20/1999 - 05/04/2009
H.D. VEST INVESTMENT SERVICES (Dallas TX)
IA
Issued 09/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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