John Greene
John Greene is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 10 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
Firm Size
IM Fee
Assets Under Management
Location
601 N New York Avenue, Suite 102, Winter Park, FL, 32789
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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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John works as an independent contractor and financial planner for Palmer Planells Wealth Group since 2016, dedicating about half of his time to administrative tasks. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Investment Advisors
Proequities, INC.Broker
State Registrations7 states
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