Brian Green, financial advisor Leawood KS

Brian Green

CRD Number: 3122880
Current Firm: Changepath, LLC

Brian Green (CRD# 3122880) is an Investment Advisor Representative working at Changepath, LLC in Leawood, KS and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Changepath, LLC Leawood, KS Apr 2021 - Current < 1
Big 30 Athletic Corporation Coudersport, PA Aug 2019 - Current 2
Brian Green, Sole Proprietor Coudersport, PA Apr 2018 - Current 3
John P. Dubots Capital Management, LLC Temecula, CA Jan 2021 - Apr 2021 < 1
John P. Dubots Capital Management, LLC Temecula, CA Mar 2020 - Apr 2021 1
Coudersport Area School District Coudersport, PA Jun 2005 - May 2019 13
New York Life Williamsville, NY Jul 2015 - Apr 2018 2
Northern Forests, LLC Cuba, NY Aug 2013 - Jul 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Brian E. Green
Phone Number: (888) 798-2360
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,972
    MILLIONS
  • Total Number of Accounts
    12,030
    ACCOUNTS
  • Average Account Value
    $163,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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