Bill Green, financial advisor Jeffersonville IN

Bill Green

CRD Number: 5161933
Current Firm: Oxinas Partners Wealth Management
Compensation Model: Both

Retirement Income Planning / Retirement Advisor ages 50+

 

Comprehensive Financial Planning

 

Trust Management with tax sensitive investments in mind. $50000 min

 

Business Succession Strategy / Family Owned Transitions

Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A

 

Hybrid pension plans for medical and dental companies

 

Typical clients has over 200k Household income, $250000 investable assets

 

 

 

 

 

William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Oxinas Partners, Llc D/b/a Oxinas Partners Wealth Management Jeffersonville, IN Dec 2018 - Current 5
Hilliard Lyons Louisville, KY Dec 2013 - Dec 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Bill Green
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $178,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, NH, NY, OH, PA, PR, TX

Firm Disclaimer:

Securities and Advisory Services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC.

The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation

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