Gerald Green, financial advisor Kentwood MI

Gerald Green

CRD Number: 6342617
Current Firm: Mattson Financial Services, LLC

Gerald Green (CRD# 6342617) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mattson Financial Services, LLC Kentwood, MI Mar 2017 - Current 7
Lakeview Financial Group, LLC Kentwood, MI Jun 2016 - Current 7
Gerber Life Fremont, MI Mar 2015 - Jun 2016 1
Wal-mart Comstock Park, MI Oct 2014 - Mar 2015 < 1
Pruco Securities LLC Grand Rapids, MI Jul 2014 - Oct 2014 < 1
The Prudential Insurance Company Of America Grand Rapids, MI Apr 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Gerald D. Green
Phone Number: 800-536-8907
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    296
    MILLIONS
  • Total Number of Accounts
    2,435
    ACCOUNTS
  • Average Account Value
    $121,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, LA, MI, TX

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