Michael Greene
Michael Greene is a registered investment advisor at Cetera Investment Advisers LLC, based in Cerro Gordo, NC, with 18 years of industry experience. Michael 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
Firm Size
IM Fee
Assets Under Management
Location
Cerro Gordo, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner in multiple accounting and tax preparation businesses, including M Wade Greene LLC and W Greene PLLC, dedicating full-time hours to each. He also owns agricultural land and buys/sells livestock, spending a few hours per week on this activity, and is a partner in Sovereign Asset Management LLC, spending about half his time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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