Jason RadabaughCRD Number: 3003267
Current Firm: Greene Wealth Management, LLC
Jason Radabaugh (CRD# 3003267) is an Investment Advisor Representative working at Greene Wealth Management, LLC in Seattle, WA and has over 20 years of experience in the finance industry. Jason Radabaugh 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.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Greene Wealth Management, LLC||Seattle, WA||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management1,173MILLIONS
Total Number of Accounts1,651ACCOUNTS
Average Account Value$710,320
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, OR, TX, WA
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