Rose Greene Financial logo

Rose Greene Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Rose Greene Financial operates in the financial services sector and is based in Santa Monica, California. The firm acts as a registered principal for LPL Financial, offering securities through LPL and holding FINRA and SIPC membership. Investment advice is provided through Perennial Investment Advisors, a registered investment adviser, with Rose Greene Financial and Perennial Investment Advisors positioned as separate entities from LPL.

It also holds California Insurance License number 0690429. The firm notes it is registered to do business in multiple states, with details available on its website.

Find Rose Greene Financial employees' phone numbers or email addresses

Rose Greene Financial Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Rose Greene Financial's Leadership

  • Stylized image of a person
    R. W.
    Chief Operating Officer And Marketing Director
  • Stylized image of a person
    D. A.
    President
  • Stylized image of a person
    D. L.
    Financial Advisor

Rose Greene Financial Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from Rose Greene Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. A.
    President
    Jun 27, 2026
  • Stylized image of a person
    R. W.
    Chief Operating Officer And Marketing Director
    Oct 23, 2024
  • Stylized image of a person
    D. L.
    Financial Advisor
    Oct 22, 2024

Frequently Asked Questions

What is Rose Greene Financial known for?

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Rose Greene Financial was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Rose Greene Financial's company overview page for more information.

What is Rose Greene Financial's most common email format?

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Rose Greene Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rose Greene Financial email formats with LeadIQ.

How many employees does Rose Greene Financial have currently?

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Rose Greene Financial has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Rose Greene Financial's key employees and leadership?

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As of August 2026, Rose Greene Financial's key employees include:

  • Chief Operating Officer And Marketing Director: R. W.
  • President: D. A.
  • Financial Advisor: D. L.

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