Barry Scott Green

Independent Financial Partners

23 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

Land O' Lakes, FL

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 1994

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Barry operates Green Asset Management as a registered investment advisor. The filing does not indicate any other business activities.

Employment History

Current Registrations

Independent Financial Partners

March 2016 - Present · 9 yrs 11 mos

Previous Registrations

Platinum Wealth Partners, INC.

February 2012 - April 2016 · 4 yrs 2 mos

Morgan Stanley Smith Barney LLC

June 2009 - January 2012 · 2 yrs 7 mos

Citigroup Global Markets INC.

May 2002 - June 2009 · 7 yrs 1 mo

State Registrations7 states

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Advisor

Exams

No exam information available for this advisor.