Richard Greene (CRD# 5892116) is an Investment Advisor Representative working at Independent Financial Group, LLC in Madisonville, LA and has over 12 years of experience in the finance industry. Richard Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6723377
Thrivent Investment Management Inc.
CRD# 6946189
Edward Jones
CRD# 4477999
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Madisonville, LA | Oct 2021 - Current | 2 |
| Sizeler Realty Company, Inc. | Metairie, LA | Jul 1996 - Current | 27 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Oct 2021 | 3 |
| Girard Securities, Inc. | San Diego, CA | Feb 2011 - Nov 2017 | 6 |
| Asset One, LLC | Mandeville, LA | Sep 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
- LA
- TX
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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