Roger Green
Roger Green is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, GA, with 38 years of industry experience. Roger 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
Green Financial Resources, LLC, 3700 Crestwood Pkwy Ste 140, Duluth, GA, 30096
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Roger owns Green Financial Resources, LLC, which is a DBA for his fixed insurance and securities business. He also sells life, disability, and long-term care insurance, dedicating minimal time to this activity, and is involved with several non-investment related activities, including teaching retirement planning courses, serving as secretary for a religious organization, and chairing the board of a non-profit.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Ifg Advisory Services INC
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Mony Securities CorporationBroker
First Investors CorporationBroker
State Registrations35 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.