James GreenCRD Number: 1294287
Current Firm: Cwa Asset Management Group
James Green (CRD# 1294287) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 32 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Campbell Financial Partners, LLC
|Cwa Asset Management Group, LLC||Charlotte, NC||May 2014 - Current||3|
|Hayden Harper Advisory, LLC||Charlotte, NC||Apr 2010 - May 2014||4|
|Ipi Asset Management, Inc.||Decatur, IL||Jan 2006 - Apr 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management736MILLIONS
Total Number of Accounts1,005ACCOUNTS
Average Account Value$732,260
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, IA, IL, MI, NC, NE, NY, OH, PA, SC, TX
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