Nathan Green, financial advisor Orlando FL

Nathan Green

CRD Number: 6902628
Current Firm: First Horizon Advisors, Inc.

Nathan Green (CRD# 6902628) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Orlando, FL and has over 4 years of experience in the finance industry. Nathan Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Certified Advisory Corp
Professional Designations
Company Name Location Dates Years
First Horizon Orlando, FL Apr 2021 - Current 1
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2020 - Apr 2021 1
Suntrust Investment Services,inc. Atlanta, GA Jan 2018 - Apr 2021 3
Suntrust Bank Lake Mary, FL Jan 2018 - Apr 2021 3
Suntrust Bank Heathrow, FL Jan 2015 - Dec 2017 2
Suntrust Bank Heathrow, FL Jan 2013 - Jan 2015 2
Elite Business Group LLC Lake Mary, FL Jan 2011 - Mar 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2018
Contact Info for Nathan A. Green
Phone Number: 1-800-213-3702
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,593
    MILLIONS
  • Total Number of Accounts
    9,723
    ACCOUNTS
  • Average Account Value
    $1,397,999
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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