Michael Greene (CRD# 5470530) is an Investment Advisor Representative working at Avantax Advisory Services in Cerro Gordo, NC and has over 16 years of experience in the finance industry.
CRD# 1702456
Truist Advisory Services, Inc.
CRD# 6645479
Credit Union Investment Services
CRD# 6578789
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W Greene Pllc | Whiteville, NC | May 2014 - Current | 9 |
| M Wade Greene LLC | Whiteville, NC | Aug 2013 - Current | 10 |
| Avantax Investment Services, Inc. | Whiteville, NC | Feb 2013 - Current | 11 |
| Avantax Advisory Services | Whiteville, NC | Feb 2013 - Current | 11 |
| W Green & Company Pllc | Whiteville, NC | Jul 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- NC
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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