Durwood Greene is a CFP-designated registered investment advisor, based in Birmingham, AL, with 21 years of industry experience.
Location
4505 Pine Tree Circle, Suite 101, Birmingham, AL, 35243
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Regulatory History
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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Durwood is the Director of Planning at Vision Financial Group, assisting financial advisors, which takes about a quarter of his time. He also performs courtesy notary services for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
PFS Investments INC.Broker
State Registrations11 states
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