Kevin Green
Kevin Green is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Centerville, OH, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Centerville, OH
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an independent contractor for Harrison Wealth Management Group, Ltd., dedicating about half of his time to client meetings, investment research, and due diligence. He also acts as an agent for non-variable insurance through the same company, spending a few hours per week on client meetings, reviews, and insurance research.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
PFS Investments INC.Broker
State Registrations15 states
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