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Joshua Green
17 Years of Experience
New Port Richey, FL
4 DisclosuresBroker
Joshua Green is a registered investment advisor at Cetera Investment Advisers LLC, based in New Port Richey, FL, with 17 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
6335 Us Hwy 19, New Port Richey, FL, 34652
Get directionsHistory
Regulatory History (4)
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Customer Dispute
August 2025Settled
Customer Dispute
January 2024Denied
Customer Dispute
June 2022Settled
Customer Dispute
March 2022Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2017 - Present · 8 yrs 8 mos
Cetera Investment Services LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Bb&t Investment Services, INC.
April 2014 - August 2017 · 3 yrs 4 mos
Bb&t Investment Services, INC.Broker
April 2014 - August 2017 · 3 yrs 4 mos
Suntrust Investment Services, INC.
August 2013 - May 2014 · 9 mos
Suntrust Investment Services, INC.Broker
August 2013 - May 2014 · 9 mos
Wells Fargo Advisors, LLC
June 2013 - June 2013 · 0 mos
Wells Fargo Advisors, LLCBroker
January 2013 - June 2013 · 5 mos
Wells Fargo Advisors, LLC
September 2010 - September 2011 · 1 yr
Wells Fargo Advisors, LLCBroker
July 2010 - September 2011 · 1 yr 2 mos
Fifth Third Securities, INC.Broker
February 2010 - April 2010 · 2 mos
Wamu Investments, INC.Broker
November 2005 - July 2008 · 2 yrs 8 mos
Intersecurities, INC.Broker
July 2005 - September 2005 · 2 mos
State Registrations13 states
ALCTFLGAILMAMNNCOHPASCTNTX
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.