James Green (CRD# 7638912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wichita Falls, TX and has 1 year of experience in the finance industry.
CRD# 2616589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6721259
Dinergy
CRD# 1938011
Mercantile Investment Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wichita Falls, TX | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita Falls, TX | Sep 2022 - Current | 1 |
| Msu (midwestern State University) | Wichita Falls, TX | Jan 2021 - Dec 2022 | 1 |
| Full-time Education | Wichita Falls, TX | Aug 2020 - Aug 2022 | 2 |
| Young Life | Suffern, NY | Oct 2018 - Aug 2020 | 1 |
| Christian Life Academy | Brookfield, CT | Jun 2017 - Aug 2018 | 1 |
| The Y (ymca) | Wilton, CT | Feb 2017 - Sep 2017 | < 1 |
| Unemployed | Bethel, CT | Sep 2016 - May 2017 | < 1 |
| Young Life | Wilton, CT | Oct 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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