Christopher Green

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 11/2021
  Geoffreys Malibu
  Malibu, CA
• 12/2021 → 04/2022
  On Site Medical
  Newport, NH
• 04/2017 → 09/2017
  Briarpatch
  Winter Park, FL
• 07/2016 → 04/2017
  Unemployed
  Na, CA
• 09/2017 → 03/2018
  Unemployed
  San Carlos, CA
• 04/2022 → 08/2022
  Unemployed
  Na, CA
• 08/2022 → 10/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2022 → 10/2023
  Northwestern Mutual Investment Services Llc
  Westlake Vlg, CA
• 10/2022 → Present
  4Points Expeditions
  Ventura, CA
• 10/2022 → Present
  Geoffrey's Malibu
  Malibu, CA
• 11/2023 → 12/2023
  Crawfords Social
  Westlake Village, CA
• 12/2023 → 05/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 05/2024 → 11/2024
  Lincoln Financial Advisors
  Westlake Village, CA
• 11/2024 → Present
  Lpl Financial
  Westlake Village, CA

Other Businesses

1 - 10/14/2024 - Property Rental - Real Estate Rental - Inv Related - CA 91377 - OBA Start Date: 11/30/2021. 2 - 10/14/2024 - Nexus Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 3 - 10/14/2024 - GEOFFREY'S - Outside/W-2 Employment - Not Inv Related - 15 Hours/Month - CA 90260 - OBA Start Date: 03/01/2018. 4 - 10/14/2024 - 4Points Expeditions - Outside/W-2 Employment - Not Inv - 15 Hours/Month - CA 93001 - OBA Start Date: 04/01/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-07
• S63 Uniform Securities Agent State Law Examination
  2024-02-06

Other Names

• Chris Green