Michael GreeneCRD 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 10 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Credit Union Investment Services
Lpl Financial LLC
|W Greene Pllc||Whiteville, NC||May 2014 - Current||3|
|M Wade Greene LLC||Whiteville, NC||Aug 2013 - Current||4|
|H.d. Vest Investment Services||Whiteville, NC||Feb 2013 - Current||5|
|H.d. Vest Advisory Services||Whiteville, NC||Feb 2013 - Current||5|
|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|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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