Nellie Green, financial advisor Yukon OK
93 score

Nellie Green

CRD Number: 4544664
Current Firm: Waddell & Reed

Nellie Green (CRD# 4544664) is an Investment Advisor Representative working at Waddell & Reed in Yukon, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Nellie Green LLC Oklahoma City, OK May 2015 - Current 1
Waddell & Reed, Inc. Yukon, OK Jun 2002 - Current 14
Various Insurance Carriers Oklahoma City, OK Jun 2002 - Current 14
Lake Park Elementary School Bethany, OK Aug 2012 - May 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Nellie K. Green
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CO
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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