Paul Green
Paul Green is a registered investment advisor at Osaic Wealth, INC., based in Orlando, FL, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5401 S. Kirkman Road, Suite 310, Orlando, FL, 32919
Get directionsHistory
Regulatory History (4)
Judgment / Lien
April 2018Judgment / Lien
June 2017Customer Dispute
July 2012Criminal
February 1988Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including a fee-based advisory business with American Portfolios Advisors, Inc., and is the founder/managing partner of Pathway Wealth Management & Insurance Group of Central Florida. He also solicits life insurance and is a board member for an educational non-profit.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations6 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.