Cheryl Green (CRD# 2626085) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 22 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton &associates, Inc. | Bartlesville, OK | Jun 2023 - Current | < 1 |
| First Investment Corporation | Bartlesville, OK | Mar 2001 - Current | 23 |
| Dominion Investor Services, Inc. | San Antonio, TX | Mar 2001 - Jun 2023 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- AR
- FL
- KS
- OK
- TX
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$273,763
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, FL, KS, OK, TX
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