AG
AG

Ashton Green

15 Years of Experience
Duluth, GA
BrokerSells Insurance

Ashton Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, GA, with 15 years of industry experience. Ashton 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

3700 Crestwood Pkwy NW, Suite 440, Duluth, GA, 30096

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Ashton is a registered representative for Georgia Retirement Services, LLC and an insurance agent selling life and long-term care insurance. He also owns Progressive Tech Construction and is Vice President of Georgia Benefits, Inc., spending minimal time there.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2020 - March 2024 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2013 - February 2020 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - February 2020 · 6 yrs 6 mos
Edward Jones
May 2010 - August 2013 · 3 yrs 3 mos
Edward JonesBroker
March 2010 - August 2013 · 3 yrs 5 mos
State Registrations9 states
CTFLGAKYMNOHPATNTX
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.
Ashton Green - Financial Advisor | TrueAdvisor