William Green (CRD# 4166490) is an Investment Advisor Representative working at Park Avenue Securities LLC in Tallahassee, FL and has over 21 years of experience in the finance industry. William 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.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee, FL | Jan 2016 - Current | 8 |
| Park Avenue Securities LLC | Tallahassee, FL | Jan 2016 - Current | 8 |
| Park Avenue Securities | Thomasville, GA | Oct 2017 - Aug 2018 | < 1 |
| Guardian Life Insurance | Thomasville, GA | Oct 2017 - Aug 2018 | < 1 |
| Park Avenue Securities | New York, NY | Jun 2000 - Jan 2016 | 15 |
| Guardian Life Insurance Company | New York, NY | Jun 2000 - Jan 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- AL
- AK
- AZ
- AR
- CA
- CO
- FL
- GA
- IL
- LA
- ME
- NM
- NY
- NC
- OR
- PA
- SC
- SD
- TX
- VA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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