Steven Green, financial advisor Marianna FL

Steven Green

CRD Number: 7686173
Current Firm: Tucker & Green Wealth Advisors, LLC

Steven Green (CRD# 7686173) is an Investment Advisor Representative working at Tucker & Green Wealth Advisors, LLC in Marianna, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tucker & Green Cpa, Pa Marianna, FL Feb 2021 - Current 3
Hnb First Bank Headland, AL May 2019 - Jan 2021 1
Carr, Riggs & Ingram, LLC Marianna, FL Jan 2013 - May 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Steven B. Green
Phone Number: 850-482-7333
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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