James Green, financial advisor Miramar Beach FL
81 score

James Green

CRD Number: 4592070
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

James Green (CRD# 4592070) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Miramar Beach, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Destin, FL Jun 2009 - Current 7
James N. Green, Inc. Destin, FL Jul 2008 - Current 8
Raymond James Financial Services, Inc. Destin, FL Feb 2008 - Jun 2009 1
Primevest Financial Services, Inc. St. Cloud, MN Apr 2007 - Feb 2008 < 1
Whitney National Bank Destin, FL Sep 2003 - Feb 2008 4
Raymond James Financial Services, Inc. Destin, FL Sep 2003 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for James N. Green
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
81

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