John Green is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5104 Bernard Drive, Roanoke, VA, 24018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns rental property in Ocean City, MD, dedicating minimal time. He also has ownership stakes in Summit Wealth Group LLC and John D. Green - SWG Corp, dedicating full-time hours to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Brokerage Services, INC.Broker
Olde Discount CorporationBroker
Sunpoint Securities, INC.Broker
State Registrations26 states
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