CG
CG

Colton Green

1 Year of Experience
Jacksonville, FL
BrokerSells Insurance

Colton Green is a registered investment advisor, based in Jacksonville, FL, with 1 years of industry experience.

Location

1 Independent Drive, Suite 201, Jacksonville, FL, 32202

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Colton works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance, spending a few hours per week.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2024 - Present · 1 yr 9 mos
Florida Financial Advisors, LLC
July 2024 - Present · 1 yr 10 mos
State Registrations5 states
FLNYTNTXWA
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.