John GreenCRD Number: 6266333
Current Firm: 1st Global Advisors Inc.
John Green (CRD# 6266333) is an Investment Advisor Representative working at 1st Global Advisors Inc. in North Little Rock, AR and has over 3 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|1st Global Advisors, Inc.||N. Little Rock, AR||Dec 2014 - Current||3|
|1st Global Capital Corp||N. Little Rock, AR||Dec 2014 - Current||3|
|Egp, Pllc||North Little Rock, AR||Jan 2008 - Current||10|
|H.d. Vest Investment Services||North Little Rock, AR||Nov 2013 - Sep 2014||< 1|
|Egp, Pllc||North Little Rock, AR||Dec 1987 - Dec 2007||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV