Daniel Greene
Daniel Greene is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 23 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
100 Winners Circle, Suite 400, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Criminal
October 1995Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Sun Life Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.Broker
Planco Financial Services, INC.Broker
State Registrations21 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.