Bill Green, financial advisor Louisville KY

Bill Green

CRD Number: 5161933
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Compensation Model: Both

Retirement Income Planning / Retirement Advisor ages 50+

 

Comprehensive Financial Planning

 

Trust Management with tax sensitive investments in mind. $50000 min

 

Business Succession Strategy / Family Owned Transitions

Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A

 

Hybrid pension plans for medical and dental companies

 

Typical clients has over 200k Household income, $250000 investable assets

 

 

 

 

 

William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Ameriprise Financial Services, LLC
Similar Advisors
Michael Abell, financial advisor Louisville KY
Michael C. Abell
CRD# 6468102
Wells Fargo Clearing Services, LLC
Similar Advisors
Randa Abner-Peden, financial advisor Louisville KY
Randa P. Abner-Peden
CRD# 4383251
Morgan Stanley
Company Name Location Dates Years
Hilliard Lyons Louisville, KY May 2006 - Current 14
University Of Louisville Louisville, KY Aug 2001 - Apr 2006 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jan 2007
S66 NASAA Uniform Combined State Law Examination May 2008
S55 Equity Trader Exam (ET) Dec 2009
Contact Info for Bill Green
Phone Number: 502-588-8400
Advisor Website: http://wgreen.hilliardfc.com
Registered State(s):
  • KY
  • IN
  • FL
  • TN
  • NC
By the Numbers
  • Total Assets Under Management
    9,278
    MILLIONS
  • Total Number of Accounts
    31,198
    ACCOUNTS
  • Average Account Value
    $297,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Advisory Services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC.

The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation

Ready to hire a financial advisor? Get competitive proposals from Bill Green and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.