Ronald Joseph Greene

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

• 11/1997 → Present
  Greene Financial Services, Inc.
  Towson, MD
• 03/2010 → Present
  Lpl Financial, Llc
  Towson, MD

Previous Registrations

• 1998-04-15 → 2008-12-31
  Transamerica Financial Advisors, Llc
  Timonium, MD
  Richmond, VA
  Towson, MD
  Timonium, MD

Other Businesses

1. 03/26/2010 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 10% - INDEPENDENT BROKER SELLING/SERVICING FIXED (GROUP) INSURANCE PRODUCTS, EXISTING EMPLOYER BENEFIT CLIENTS. 2. 7/13/2011 - GREENE FINANCIAL SERVICES, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 9/8/2017 - Ron Greene Art - Not Investment Related - Home Based - Other-Business Owner - Started 06/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Art / Painting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-29
• S63 Uniform Securities Agent State Law Examination
  2011-07-19