Best Investors Account Sign in

Lindsay Diehl Green

United Brokerage Services, Inc

Parkersburg, WV

CRD 5834020

Claim This Profile
Employer firm

United Brokerage Services, Inc CRD 39062

$372M regulatory AUM 1,391 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2020-11-18
  • WV RA
    APPROVED
    Since 2020-11-18

Branch Locations

514 Market Street, Parkersburg, WV 26101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Brokerage Services, Inc. Parkersburg WV 08/2010 01/2019
United Brokerage Services, Inc Parkersburg WV 01/2019 09/2023
United Brokerage Services, Inc Parkersburg WV 10/2023 11/2024
United Brokerage Services, Inc. Parkersxburg WV 12/2024 Present
Other Names
  • Lindsay Lea Diehl
  • Lindsay Lea Diehl Green

View on SEC IAPD

Nearby Firms

FIRST HEARTLAND CONSULTANTS, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TONI MARIE SAMS
STEVEN CHASE MOONEY
Heather Dawn Winebrenner

Nearby Offices

FIRST HEARTLAND CONSULTANTS, INC. · PARKERSBURG, WV
TRUIST ADVISORY SERVICES, INC. · PARKERSBURG, WV
CETERA INVESTMENT ADVISERS LLC · PARKERSBURG, WV

More in Parkersburg, WV

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor