EG
EG

Ellis Green

42 Years of Experience
Atlanta, GA
Broker

Ellis Green is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2003 - Present · 23 yrs 1 mo
Raymond James & Associates, INC.Broker
April 1994 - Present · 32 yrs 1 mo
Previous Registrations
J.C. Bradford & CO.Broker
February 1989 - April 1994 · 5 yrs 2 mos
Interstate/johnson Lane CorporationBroker
October 1988 - March 1989 · 5 mos
Johnson, Lane, Space, Smith & CO., INC.Broker
December 1983 - October 1988 · 4 yrs 10 mos
State Registrations26 states
ALARAZCACOCTDCFLGAIAILLAMAMDMIMNNCNYOHORSCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.