Gregory Green is a registered investment advisor at D.A. Davidson & CO., based in Fruita, CO, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
138 South Park Square, Suite 204, Fruita, CO, 81521
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Regulatory History
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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Gregory is a member of El Camino Burnout, Ltd., a music performance business, since September 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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