Cheryl Green is a registered investment advisor at Farther, based in Bartlesville, OK, with 25 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
307 SE Frank Phillips Blvd., Bartlesville, OK, 74003
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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.
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Cheryl works at First Investment Corporation, a financial planning firm, about full-time. She also owns and manages real estate rentals through T2T, LLC and T2T Home, LLC, and is a co-trustee of a trust that is a minority shareholder of Dominion Financial Services, Inc. Additionally, Cheryl is a licensed real estate sales associate and does bookkeeping & accounting for TAP Outsourcing LLC.
Employment History
Current Registrations
Farther
Previous Registrations
Calton & Associates, INC.Broker
First Investment Corporation
Dominion Investor Services, INC.Broker
State Registrations2 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.
Exams
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