Timothy Green, financial advisor Columbia SC
96 score

Timothy Green

CRD Number: 3147169
Current Firm: First Citizens Asset Management, Inc.

Timothy Green (CRD# 3147169) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 19 years of experience in the finance industry. Timothy Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
George Jameson Jr, financial advisor Columbia SC
George W. Jameson Jr
CRD# 4263854
Lpl Financial LLC
Similar Advisors
Kenneth Calcutt, financial advisor Columbia SC
Kenneth R. Calcutt
CRD# 4731225
Lpl Financial LLC
Similar Advisors
James Agostini, financial advisor Columbia SC
James S. Agostini
CRD# 2596320
Davinci Financial Designs
Professional Designations
Company Name Location Dates Years
First Citizens Investor Services, Inc. Raleigh, NC Jan 2016 - Current 2
First Citizens Securities Corp Columbia, SC Jun 2011 - Current 7
First Citizens Bank Of South Carolina Charleston, SC Jun 2011 - Current 7
Bb&t Bank Charleston, SC May 2010 - Jun 2011 1
Bb&t Investments Charlotte, NC May 2010 - Jun 2011 1
Wachovia Bank, N.a. Charleston, SC Apr 2007 - Apr 2010 3
Wachovia Securities, LLC Charleston, SC Apr 2007 - Apr 2010 3
Wachovia Securities, LLC Mount Pleasant, SC Jun 2003 - Apr 2007 3
Wachovia Bank, N.a. Mount Pleasant, SC Jun 2002 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Timothy J. Green
Phone Number: 800-229-0205
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.