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Daniel Greene

Raymond James Financial Services Advisors, INC
24 Years of Experience
Brentwood, TN
1 DisclosureBroker
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Daniel Greene is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 24 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Winners Circle, Suite 400, Brentwood, TN, 37027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel is a partner in 315, Inc, owner of greeneLINK, LLC (consulting small businesses), and owner of Massey & Greene Development. He also works as a financial advisor for Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, dedicating about a quarter to half of his time to each. Daniel is also an investor in LDG Development.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Putnam Investment Management, LLC
April 2020 - May 2022 · 2 yrs 1 mo
Putnam Retail Management Limited PartnershipBroker
February 2012 - May 2022 · 10 yrs 3 mos
Sun Life Financial Distributors, INC.Broker
July 2009 - December 2011 · 2 yrs 5 mos
Lincoln Financial Distributors, INC.Broker
February 2005 - July 2009 · 4 yrs 5 mos
Planco Financial Services, INC.Broker
April 2002 - January 2005 · 2 yrs 9 mos
State Registrations23 states
ALCAFLGAILINKYLAMDMIMSNCNJNYOHPASCTNTXUTVAVirgin IslandsWA
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.
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