Peter Greene (CRD# 7226315) is an Investment Advisor Representative working at Baynes Investment Counsel LLC in Mason, OH and has over 3 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baynes Investment Counsel LLC | Mason, OH | Apr 2023 - Current | 1 |
| W&s Brokerage Services | Cincinnati, OH | Feb 2020 - Current | 4 |
| Western Southern Life | West Chester, OH | Dec 2019 - Current | 4 |
| Western & Southern Life And Brokerage Services | Cincinnati, OH | Apr 2020 - Apr 2023 | 3 |
| Independent Rep-self Employed | Cincinnati, OH | Mar 2019 - Apr 2020 | 1 |
| Self-employed | Mason, OH | Mar 2019 - Dec 2019 | < 1 |
| Itw Inc. Hobart Service | Troy, OH | Jun 2015 - Mar 2019 | 3 |
| Itw | Chicago, IL | Jun 2015 - Mar 2019 | 3 |
| Unemployed | Mason, OH | Mar 2015 - Jun 2015 | < 1 |
| General Cable Corp | Highland Heights, KY | Nov 1998 - Mar 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- OH
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$268,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
OH, TN, TX
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