Michael Greene, financial advisor Cerro Gordo NC
93 score

Michael Greene

CRD Number: 5470530
Current Firm: H.d. Vest Advisory Services, Inc.

Michael Greene (CRD# 5470530) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Cerro Gordo, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
W Greene Pllc Whiteville, NC May 2014 - Current 2
M Wade Greene LLC Whiteville, NC Aug 2013 - Current 3
H.d. Vest Advisory Services Whiteville, NC Feb 2013 - Current 3
H.d. Vest Investment Services Whiteville, NC Feb 2013 - Current 3
W Green & Company Pllc Whiteville, NC Jul 2013 - May 2014 < 1
S Preston Douglas & Associates LLP Whiteville, NC Jan 1994 - Jul 2013 19
Lpl Financial Lumberton, NC Jan 2008 - Feb 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Michael W. Greene
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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