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Gregory Greene

14 Years of Experience
Morristown, TN
Broker

Gregory Greene is a registered investment advisor at Cetera Investment Advisers LLC, based in Morristown, TN, with 14 years of industry experience. Gregory 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

201 West Morris Blvd, Morristown, TN, 37813

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory coaches football and basketball for Grace Baptist Church/Grace Youth Sports, dedicating a few hours per week.

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 2017 - September 2017 · 5 mos
Bb&t Investment Services, INC.Broker
April 2017 - September 2017 · 5 mos
Cetera Investment Advisers LLC
July 2014 - March 2017 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
June 2014 - March 2017 · 2 yrs 9 mos
PNC Investments
August 2013 - July 2014 · 11 mos
PNC InvestmentsBroker
August 2013 - July 2014 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - July 2013 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - July 2013 · 1 yr 1 mo
Suntrust Investment Services, INC.Broker
January 2011 - May 2012 · 1 yr 4 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Greene - Financial Advisor | TrueAdvisor