Elizabeth Green
Elizabeth Green is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is a board member and finance/investment committee member for Lakewood Ranch Business Alliance, dedicating a few hours per week. She is also the silent partner/owner of TrustPoint Bookkeeping LLC, spending minimal time on this venture.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Suntrust Investment Services, INC.Broker
State Registrations9 states
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