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Marty Green

26 Years of Experience
Memphis, TN
Broker

Marty Green is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Marty is an HOA member, dedicating minimal time to voting on board recommendations. Marty also owns a rental condo, spending a few hours per week on it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2012 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2004 - March 2013 · 9 yrs 2 mos
Morgan Keegan & Company, INC.Broker
October 1999 - March 2013 · 13 yrs 5 mos
State Registrations23 states
ALARCACOFLGAILINKSMAMIMONCNYOHOKPASCTNTXVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Marty Green - Financial Advisor | TrueAdvisor