AG
CFP
AG
CFP

Antonio Green

21 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Antonio Green is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 21 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold.

Location

14321 N Northsight Blvd, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Customer Dispute
April 2017
Closed-No Action
Other Business Activities

Antonio is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is related to his employment.

Employment History
Current Registrations
Vanguard Marketing Corporation
October 2016 - Present · 10 yrs
Vanguard Advisers, INC.
October 2016 - Present · 10 yrs
Vanguard Marketing CorporationBroker
October 2016 - Present · 10 yrs
Previous Registrations
USAA Financial Planning Services
January 2009 - October 2016 · 7 yrs 9 mos
USAA Financial Advisors, INC.Broker
October 2008 - October 2016 · 8 yrs
Compass Brokerage, INC.Broker
July 2005 - September 2008 · 3 yrs 2 mos
Metlife Securities INC.Broker
October 2003 - January 2004 · 3 mos
Metropolitan Life Insurance CompanyBroker
October 2003 - January 2004 · 3 mos
American Express Financial Advisors INC.Broker
June 2003 - July 2003 · 1 mo
Ids Life Insurance CompanyBroker
June 2003 - July 2003 · 1 mo
State Registrations2 states
AZTX
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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