Robert Green (CRD# 4049991) is an Investment Advisor Representative working at Avantax Advisory Services in Oak Ridge, TN and has over 24 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Srvices | Oak Ridge, TN | Jan 2015 - Current | 9 |
| Avantax Investment Services, Inc. | Oak Ridge, TN | Jan 2006 - Current | 18 |
| Capital Advisory | Oak Ridge, TN | Jan 2004 - Current | 20 |
| Lilkous & Green Jewelers, LLC | Oak Ridge, TN | Sep 2002 - Current | 21 |
| Four Dreams Come True | Oak Ridge, TN | Sep 2002 - Current | 21 |
| Robert T Green, Cpa Pc | Oak Ridge, TN | Jun 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- TN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- 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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