David Green
David Green is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carmel, IN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11595 N Meridian St, Ste 100, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is the owner and president of Accolade Wealth Management, dedicating about 10-20% of his time to running the business. He also works as a football official and is on the investment committee for Phi Delta Theta, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations17 states
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