Thomas Green, financial advisor San Diego CA

Thomas Green

CRD Number: 600844
Current Firm: Spirit Global Investments, Inc.

Thomas Green (CRD# 600844) is an Investment Advisor Representative working at Spirit Global Investments, Inc. in San Diego, CA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Spirit Global Investments, Inc. San Diego, CA Aug 2020 - Current 1
Wells Fargo Clearing Services, LLC San Diego, CA Nov 2016 - Aug 2020 3
Wells Fargo Advisors LLC San Diego, CA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Jun 2009
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.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas S. Green
Phone Number: 619-500-4369
Firm Website: http://spiritgia.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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