Charles Green (CRD# 7008092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carolina Beach, NC and has over 5 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Raleigh, NC | Oct 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh, NC | Sep 2022 - Current | 1 |
| Prospera Financial Services | Dallas, TX | May 2022 - Jul 2022 | < 1 |
| Extended Travel | Cary, NC | Jan 2022 - May 2022 | < 1 |
| Tiaa, Fsb | Charlotte, NC | Jul 2021 - Jan 2022 | < 1 |
| Campbell University | Buies Creek, NC | Aug 2020 - Aug 2021 | 1 |
| Jpmorgan Chase Bank | Durham, NC | Sep 2020 - Jun 2021 | < 1 |
| Jpmorgan Securities LLC | Durham, NC | Sep 2020 - Jun 2021 | < 1 |
| Axa Advisors, LLC | Raleigh, NC | Mar 2019 - Aug 2020 | 1 |
| Equitable Advisors, LLC | Raleigh, NC | Aug 2018 - Aug 2020 | 2 |
| Marinemax Wrightsville Beach | Wilmington, NC | Feb 2018 - May 2019 | 1 |
| University Of North Carolina - Wilmington | Wilmington, NC | Aug 2013 - Jul 2018 | 4 |
| California Pizza Kitchen | Durham, NC | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NC
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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