Alton Green
Alton Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Rio Rancho, NM, with 30 years of industry experience. Alton 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
Rio Rancho, NM
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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
Alton is involved in several outside business activities, including being a member at large for N-X Ranch, an independent insurance agent selling fixed insurance products (taking nearly full-time), founder of H2OCFC, a royalty interest owner for Marathon Oil, owner of Diamond Escrow rental property, and a financial professional for Unified Financial Partners (taking about a quarter of his time). Alton's role as an insurance agent involves the sale of fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations8 states
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