Denise S. Downard
Professional summary
Denise Sutton Downard, who also goes by Denise Louise Lee, Denise Louise Sutton, is a registered financial advisor currently at GREENPORT FINANCIAL ADVISERS INC. located in Minerva, Ohio.
Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Denise has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Denise Sutton Downard's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2016 - Present
GREENPORT FINANCIAL ADVISERS INC.
Office #1: 127 North Market Ave Nw, Minerva, OH 44657October 11, 2011 - December 7, 2015
LPL FINANCIAL LLC
October 11, 2011 - December 7, 2015
LPL FINANCIAL LLC
September 15, 2008 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
August 27, 2008 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
November 8, 1988 - August 3, 1989
PRUDENTIAL EQUITY GROUP, LLC
May 18, 1987 - February 26, 1988
BEACHWOOD INVESTMENT CORPORATION
January 7, 1987 - April 22, 1987
AMERIPRISE ADVISOR SERVICES, INC.
February 19, 1986 - March 17, 1986
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2016)
Exams
Current Firm
GREENPORT FINANCIAL ADVISERS INC.
CRD#: 105328 / SEC#: 801-35397
Contact information
Regulatory assets under management
| Total Number of Accounts | 303 |
| AUM (Assets Under Management) | $ 66,078,167 |
Red Flags
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