Thomas Green
Thomas Green is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cabot, AR, with 20 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
2171 W Main St, Cabot, AR, 72023
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Thomas is a board member at Green since 2017, dedicating minimal time. He also works at Centennial Bank since 2007, spending a significant amount of time there, including during trading hours, and is involved with Degray Liquor as a wine and spirits retailer since 2019, dedicating minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Dortch Securities & Investments, INC.Broker
State Registrations14 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.
Exams
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