William GreenCRD Number: 1250039
Current Firm: Next Financial Group, Inc.
William Green (CRD# 1250039) is an Investment Advisor Representative working at Next Financial Group, Inc. in Winchester, TN and has over 29 years of experience in the finance industry.
Financial Management Advisors, Inc.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
|Next Financial Group Inc.||Houston, TX||Aug 2012 - Current||5|
|Woodbury Financial||Nashville, TN||Jan 2006 - Aug 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management1,650MILLIONS
Total Number of Accounts7,792ACCOUNTS
Average Account Value$211,712
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV