Donald Greene (CRD# 228889) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
- TN
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts807ACCOUNTS
-
Average Account Value$128,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, GA, LA, TN, TX
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