Phillip GreeneCRD Number: 5315906
Current Firm: West Financial Services, Inc.
Phillip Greene (CRD# 5315906) is an Investment Advisor Representative working at West Financial Services, Inc. in McLean, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|West Financial Services||Mclean, VA||Jun 2015 - Current||2|
|Not Employed||Norfolk, VA||Apr 2015 - Jun 2015||< 1|
|Wealthquest Financial Services, LLC||Norfolk, VA||Sep 2014 - Apr 2015||< 1|
|Ameriprise Financial Services Inc.||Vienna, VA||Dec 2009 - Sep 2014||4|
|Unemployed||Reston, VA||Jul 2009 - Nov 2009||< 1|
|Folger Nolan Fleming Douglas Inc.||Washington D.c., DC||Sep 2008 - Jul 2009||< 1|
|Morgan Stanley & Company Incorporated||Vienna, VA||Aug 2008 - Sep 2008||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Vienna, VA||Apr 2007 - Aug 2008||1|
|Unemployed||Arlington, VA||Feb 2007 - Apr 2007||< 1|
|Ultimate Staffing||Washington, DC||Jun 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management1,224MILLIONS
Total Number of Accounts1,736ACCOUNTS
Average Account Value$704,784
- 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
- Pension consulting services
CA, DC, DE, FL, IL, MA, MD, NC, NY, PA, TX, VA
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