Fred Green
Fred Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Kirkland, WA, with 37 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11930 Slater Ave NE Ste 100, Kirkland, WA, 98034
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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
Fred operates Green Financial for fixed insurance and securities business. He also owns P & F Properties and Kirkland Lifestyle, LLC, engaging in property management full-time. Fred is an insurance agent selling life, health, disability, and fixed annuities, and also works as an agent/SVP for Heffernan Insurance Brokers selling group benefits, individual health, and Medicare products, spending about 10-20% of his time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Jackson National Financial Services, INC.Broker
Nap Financial CorporationBroker
Reliastar Financial Marketing CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.