Casey Green (CRD# 7825283) is an Investment Advisor Representative working at Money Concepts Advisory Service in Wethersfield, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Fitness | Auburn, MA | Mar 2021 - Current | 3 |
| Unemployed | Leicester, MA | May 2020 - Mar 2021 | < 1 |
| Bridgewater State University | Bridgewater, MA | Aug 2019 - May 2020 | < 1 |
| Bridgewater State University | Bridgewater, MA | Aug 2016 - May 2020 | 3 |
| Dicks Sporting Goods | Plymouth, MA | Jan 2019 - Jul 2019 | < 1 |
| Home Depot | Bridgewater, MA | Sep 2017 - Jun 2018 | < 1 |
| Wings And Co | Leicester, MA | Oct 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MA
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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