Sheldon Green is a registered investment advisor, based in Huntsville, AL, with 1 years of industry experience.
Location
1101 Monroe St SW, Suite B, Huntsville, AL, 35801
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheldon is an insurance agent and owner of Cole Green's Insurance Agency, representing State Farm. He spends about half of his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
July 2024 - Present · 1 yr 10 mos
State Farm Vp Management CORP.
July 2024 - Present · 1 yr 10 mos
State Farm Investment Management CORP.
June 2024 - Present · 1 yr 11 mos
State Registrations3 states
ALGATN
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.