AG
CFP
AG
CFP

Andrew Green

9 Years of Experience
Duluth, GA
BrokerSells Insurance

Andrew Green is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, GA, with 9 years of industry experience. Andrew 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

Green Financial Resources, LLC, 3700 Crestwood Pkwy Ste 140, 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

Andrew is an advisor and client service manager at Green Financial Resources, LLC, providing financial planning, investment advice, and insurance services, dedicating about a quarter of his time. He also sponsors the Dave Ramsey Financial Literacy Program at local high schools, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
May 2017 - March 2024 · 6 yrs 10 mos
State Registrations35 states
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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.
Andrew Green - Financial Advisor | TrueAdvisor