Douglas Greene (CRD# 4533447) is an Investment Advisor Representative working at Greene & Company Financial Services LLC in Moultonborough, NH and has over 20 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greene & Company, Pc | Washington Depot, CT | Aug 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
- CT
- NH
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$76,407
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CT, NH
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