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Alexander Greene

11 Years of Experience
Cary, NC
Broker

Alexander Greene is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cary, NC, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

204 Towne Village Drive, Cary, NC, 27513

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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 Activities

Alexander is an associate/employee and owner of StillGreen Partners, LLC and Stonegate Financial, both support companies for RJFS-related business. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2014 - Present · 11 yrs 6 mos
State Registrations23 states
AZCACOCTDEFLGAIDINLAMDNCNJNVNYOHPASCSDTNTXUTVA
AdvisorBrokerBoth

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