Anna Green (CRD# 6898965) is an Investment Advisor Representative working at Cwm, LLC in Middletown, VA and has over 6 years of experience in the finance industry.
CRD# 3112372
Interactive Financial Advisors
CRD# 1829040
Planmember Securities Corporation
CRD# 1866725
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ffr Wealth Team | Covington, KY | Jul 2023 - Current | < 1 |
| Cwm, LLC | Omaha, NE | Jul 2023 - Current | < 1 |
| Wealthcare Advisory Partners, Llc Dba Alg Financial | Winchester, VA | Jan 2019 - Jul 2023 | 4 |
| Brightside Benefit | Scottsdale, AZ | Mar 2022 - Oct 2022 | < 1 |
| Edward Jones | St Louis, MO | Jan 2018 - Jan 2019 | 1 |
| Paychex, Inc. | Fairfax, VA | Sep 2016 - Jan 2018 | 1 |
| Elderoptions Senior Care | Fairfax, VA | Jan 2015 - Sep 2016 | 1 |
| Ford's Fish Shack | Chantilly, VA | May 2014 - Feb 2015 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2010 - Dec 2014 | 4 |
| Care Free Home Health | Harrisonburg, VA | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- VA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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