Robert Green, financial advisor The Woodlands TX

Robert Green

CRD Number: 6224305
Current Firm: Rightway Investments, Pllc

Robert Green (CRD# 6224305) is an Investment Advisor Representative working at Rightway Investments, Pllc in The Woodlands, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Rightway Investments LLC Houston, TX Jul 2013 - Current 10
The Michels Law Firm The Woodlands, TX Sep 2018 - Jun 2021 2
Safe Asset Strategies LLC The Woodlands, TX Apr 1997 - Jun 2021 24
The Bond Law Firm Houston, TX Sep 2008 - Aug 2018 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Robert J. Green
Phone Number: 713-304-6199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $266,466
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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