AG
AG

Aaron Taylor Green

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

8141 Mesa Drive, Suite A, Austin, TX, 78759

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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 ActivitiesSells Insurance

Aaron owns an insurance agency, Aaron Green's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also has a 50% partnership in School Security Solutions, which sells and manufactures school safety devices, taking a few hours per week, and owns two personally held real estate properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.Broker
August 2014 - Present · 11 yrs 6 mos
State Farm Vp Management CORP.
August 2014 - Present · 11 yrs 6 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.