Robert Green, financial advisor Olympia WA
93 score

Robert Green

CRD Number: 1291304
Current Firm: Financial Advocates Investment Management

Robert Green (CRD# 1291304) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Advocates Investment Management Napa, CA Jan 2017 - Current 1
Lpl Financial, LLC Napa, CA Jan 2017 - Current 1
Woodbury Financial Services, Inc. Napa, CA Oct 2014 - Jan 2017 2
Linsco/private Ledger Napa, CA Apr 2001 - Oct 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Robert G. Green
Phone Number: 360-866-2345
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,779
    MILLIONS
  • Total Number of Accounts
    16,010
    ACCOUNTS
  • Average Account Value
    $173,577
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
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY

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

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