AG
CFP
AG
CFP
Albert Green
63 Years of Experience
Ridgeland, MS
1 DisclosureBroker
Albert Green is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 63 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
200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2011 - Present · 14 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2011 - Present · 14 yrs 5 mos
Raymond James & Associates, INC.
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
September 2002 - December 2011 · 9 yrs 3 mos
UBS Financial Services INC.Broker
January 1980 - December 2011 · 31 yrs 11 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
December 1970 - January 1980 · 9 yrs 1 mo
Equitable Securities Morton & CO IncorporatedBroker
August 1962 - February 1971 · 8 yrs 6 mos
State Registrations13 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.