Richard Greene, financial advisor Mandeville LA
93 score

Richard Greene

CRD Number: 5892116
Current Firm: Asset One LLC

Richard Greene (CRD# 5892116) is an Investment Advisor Representative working at Asset One LLC in Mandeville, LA and has over 5 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.

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Professional Designations
Company Name Location Dates Years
Asset One, LLC Mandeville, LA Sep 2013 - Current 3
Girard Securities, Inc. San Diego, CA Feb 2011 - Current 5
Sizeler Realty Company, Inc. Metairie, LA Jul 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Richard H. Greene
Phone Number: 303-751-8859
Firm Website: http://assetonellc.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    397
    MILLIONS
  • Total Number of Accounts
    1,790
    ACCOUNTS
  • Average Account Value
    $221,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, KS, LA, MO, MS, NM, NY, OR, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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