Savannah Green (CRD# 7462777) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has 1 year of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners | Fredericksburg, VA | Nov 2021 - Current | 2 |
| Edelman Financial Engines | Alexandria, VA | Jun 2020 - Nov 2021 | 1 |
| Navy Federal Credit Union | Fredericksburg, VA | Jun 2017 - Jun 2020 | 3 |
| University Mary Washington | Fredericksburg, VA | Aug 2017 - May 2020 | 2 |
| Wawa | Fredericksburg, VA | Apr 2017 - Jun 2017 | < 1 |
| Germanna Community College | Fredericksburg, VA | Aug 2016 - Jun 2017 | < 1 |
| American Family Fitness | Fredericksburg, VA | Nov 2016 - Apr 2017 | < 1 |
| Jcpenney | Fredericksburg, VA | Jan 2016 - Nov 2016 | < 1 |
| Massaponax High School | Fredericksburg, VA | Aug 2012 - Jun 2016 | 3 |
| Chick-fil-a | Fredericksburg, VA | Jun 2015 - Mar 2016 | < 1 |
| Unemployed | Fredericksburg, VA | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- VA
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Total Assets Under Management6,977MILLIONS
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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