Robert Green, financial advisor Homer AK

Robert Green

CRD Number: 4349901
Current Firm: Securities America Advisors, Inc.

Robert Green (CRD# 4349901) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Homer, AK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Homer, AK Nov 2020 - Current 3
Securities America Advisors, Inc. Homer, AK Nov 2020 - Current 3
Kms Financial Services, Inc. Seattle, WA Jul 2015 - Nov 2020 5
Wells Fargo Advisors LLC Homer, AK Sep 2013 - Jun 2015 1
Wells Fargo Bank Na Homer, AK Mar 2012 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Robert S. Green
Phone Number: 402-399-9111
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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