Todd Hayden 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

• 08/1999 → 06/2021
  Avantax Investment Services, Inc.
  Addison, TX
• 01/2003 → 06/2021
  Avantax Advisory Services
  Addison, TX
• 06/2021 → Present
  Lpl Financial Llc
  Dallas, TX

Previous Registrations

• 2009-05-04 → 2021-07-07
  Avantax Advisory Services
  Dallas, TX
  Dallas, TX
• 2003-01-24 → 2009-05-04
  Avantax Advisory Services
  Addison, TX
• 2003-01-17 → 2003-01-21
  Avantax Advisory Services
  Addison, TX

Other Businesses

1) 6/2021- PERENNIAL FINANCIAL SOLUTIONS, INC- DBA for LPL Business (entity for LPL business)- Inv. Related- Dallas, TX 2) 11/30/2022 - No Business Name - Investment Related - Athens, TX 75751 - Real Estate Rental - Start Date: 07/27/2018 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-01
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner

Other Names

• Todd Hayden Green