Robert Green, financial advisor Dallas TX

Robert Green

CRD Number: 2582158
Current Firm: Advisor Resource Council
Compensation Model: Fee Only
Robert Green (CRD# 2582158) is an Investment Advisor Representative working at Cojo Bay Advisors, LLC in Incline Village, NV and has over 17 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Advisor Resource Council LLC Dallas, TX Mar 2023 - Current 1
Bixby Benefit Auctioneers Incline Village, NV Jan 2019 - Current 5
Cojo Bay Advisors, LLC Incline Village, NV Nov 2015 - Current 8
Cojo Bay Advisors Incline Village, NV Aug 2004 - Nov 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Robert B. Green
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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Data verified by both the advisor and the public regulatory data.

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