Robert Green (CRD# 6224305) is an Investment Advisor Representative working at Rightway Investments, Pllc in The Woodlands, TX and has over 10 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rightway Investments LLC | Houston, TX | Jul 2013 - Current | 10 |
The Michels Law Firm | The Woodlands, TX | Sep 2018 - Jun 2021 | 2 |
Safe Asset Strategies LLC | The Woodlands, TX | Apr 1997 - Jun 2021 | 24 |
The Bond Law Firm | Houston, TX | Sep 2008 - Aug 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$283,032
- A percentage of assets under your management
- 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
TX
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