Chad Green (CRD# 7689813) is an Investment Advisor Representative working at Wells Fargo Advisors in Idaho Falls, ID and has 1 year of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Idaho Falls, ID | Dec 2022 - Current | 1 |
Brigham Young University Idaho | Rexburg, ID | Sep 2022 - Dec 2022 | < 1 |
Caliber Solar | Rexburg, ID | Aug 2021 - Sep 2022 | 1 |
Sunrun | Morgan Hill, CA | Jan 2021 - Aug 2021 | < 1 |
Brigham Young University Idaho | Rexburg, ID | Sep 2017 - Jan 2021 | 3 |
Canyon Creek Cabinets | Rexburg, ID | Jan 2000 - Jan 2021 | 21 |
Hawx Services | Austin, TX | Apr 2019 - Aug 2019 | < 1 |
Aptive Environmental | Kansas City, MO | Apr 2018 - Aug 2018 | < 1 |
Dl Beck | Rexburg, ID | Jun 2017 - Sep 2017 | < 1 |
The Church Of Jesus Christ Of Latter-day Saints | Las Vegas, NV | Jun 2015 - Jun 2017 | 2 |
Dl Beck | Rexburg, ID | Jan 2013 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- ID
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Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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