William Green, financial advisor Cockeysville MD
78 score

William Green

CRD Number: 6007618
Current Firm: Wells Fargo Advisors, LLC

William Green (CRD# 6007618) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cockeysville, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Baltimore, MD Nov 2013 - Current 3
Wells Fargo Bank Na Baltimore, MD Nov 2013 - Current 3
Mutual Of Omaha Investor Services, Inc. Omaha, NE Dec 2011 - Jul 2013 1
Mutual Of Omaha Baltimore, MD Jun 2011 - Jul 2013 2
University Of Maryland College Park, MD Aug 2006 - Jun 2011 4
Student Baltimore, MD Sep 1999 - Aug 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William A. Green
Phone Number: 314-875-3000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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