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Thomas Roland Green

LANCASTER POLLARD ASSET MANAGEMENT LLC·COLUMBUS, Ohio
SIE, Series 7, Series 24, Series 63LANCASTER POLLARD ASSET MANAGEMENT LLC
65 EAST STATE STREET, COLUMBUS, OH 43215-4213CRD# 2879362Firm CRD# 112008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Roland Green · COLUMBUS, OH
Registration
CRD #2879362 · LANCASTER POLLARD ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
LANCASTER POLLARD ASSET MANAGEMENT LLC
CRD 112008 · SEC 801-55556
AUM
$169M
Regulatory assets under management
Employees
5
17 client accounts
Services offered by LANCASTER POLLARD ASSET MANAGEMENT LLC
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Other
View all advisors at LANCASTER POLLARD ASSET MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Thomas Roland Green offer?
Thomas Roland Green specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Thomas Roland Green's credentials?
Thomas Roland Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Roland Green located?
Thomas Roland Green is based in COLUMBUS, Ohio, working with LANCASTER POLLARD ASSET MANAGEMENT LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Thomas Roland Green charge for services?
Thomas Roland Green's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANCASTER POLLARD ASSET MANAGEMENT LLC?
LANCASTER POLLARD ASSET MANAGEMENT LLC has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANCASTER POLLARD ASSET MANAGEMENT LLC

Thomas Brian Pollard
COLUMBUS, OH
William Michael Courson
COLUMBUS, OH

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