William GreenCRD Number: 6787671
Current Firm: Simplicity Wealth
William Green (CRD# 6787671) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Simplicity Wealth||Orange Park, FL||Aug 2022 - Current||1|
|(dba) Florida Shield Insurance And Advisory||St Augustine, FL||Jan 2020 - Current||3|
|Green Insurance Agency||Orange Park, FL||Jan 2020 - Current||3|
|Concourse Financial||Birmingham, AL||Jan 2020 - Aug 2022||2|
|Bankers Life Securities Inc.||Jacksonville, FL||Apr 2017 - Dec 2019||2|
|Bankers Life||Jacksonville, FL||Jul 2014 - Dec 2019||5|
|Best Buy||Jacksonville, FL||Apr 2004 - Jun 2014||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||May 2019|
Total Assets Under Management201MILLIONS
Total Number of Accounts2,342ACCOUNTS
Average Account Value$85,839
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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