Phillip GreeneCRD Number: 5315906
Current Firm: West Financial Services, Inc.
Phillip Greene (CRD# 5315906) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|West Financial Services||Mclean, VA||Jun 2015 - Current||1|
|Not Employed||Norfolk, VA||Apr 2015 - Jun 2015||< 1|
|Wealthquest Financial Services, LLC||Norfolk, VA||Sep 2014 - Apr 2015||< 1|
|Ameriprise Financial Services Inc.||Vienna, VA||Dec 2009 - Sep 2014||4|
|Unemployed||Reston, VA||Jul 2009 - Nov 2009||< 1|
|Folger Nolan Fleming Douglas Inc.||Washington D.c., DC||Sep 2008 - Jul 2009||< 1|
|Morgan Stanley & Company Incorporated||Vienna, VA||Aug 2008 - Sep 2008||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Vienna, VA||Apr 2007 - Aug 2008||1|
|Unemployed||Arlington, VA||Feb 2007 - Apr 2007||< 1|
|Ultimate Staffing||Washington, DC||Jun 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management1,112MILLIONS
Total Number of Accounts1,644ACCOUNTS
Average Account Value$676,483
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, DE, FL, IL, MA, MD, NC, NE, NY, PA, TX, VA
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