Green Investment Management Inc.

Green Investment Management Inc. (CRD# 109695) is a financial advisory firm headquartered in Fort Worth, TX. They manage $93,428,306 in 430 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $217,275
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, IN, MA, MD, NV, NY, OH, OK, TN, TX, VA, WA

Financial Advisors at Green Investment Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jackie D. Green
CRD#: 4348141
309 West 7th Street, Suite 101, Fort Worth, TX 76102
93
Wealthminder
score

Jackie Green (CRD# 4348141) is an Investment Advisor Representative working at Green Investment Management Inc. in Fort Worth, TX and has over 16 years of experience in the finance industry.

2
Michael K. Wimberley
CRD#: 3070924
309 West 7th Street, Suite 101, Fort Worth, TX 76102
93
Wealthminder
score

Michael Wimberley (CRD# 3070924) is an Investment Advisor Representative working at Green Investment Management Inc. in Fort Worth, TX and has over 11 years of experience in the finance industry.

3
Byron D. Green
CRD#: 858585
309 West 7th Street Suite 101, Fort Worth, TX 76102
76
Wealthminder
score

Byron Green (CRD# 858585) is an Investment Advisor Representative working at Green Investment Management Inc. in Fort Worth, TX and has over 36 years of experience in the finance industry. Byron Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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