Donald Greene is a ChFC-designated registered investment advisor at Cosey Financial Services, INC., based in Nashville, TN, with 52 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 404 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services.
Fee Estimator
Location
1705 19th Ave, South, Nashville, TN, 37217
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a managing partner at Association Marketing Group, LLC, focusing on employee benefits and individual insurance, dedicating a few hours per week. He also owns Don Greene and Associates, an insurance brokerage, spending about a quarter of his time selling life, health, disability, long-term care, and annuity products.
Employment History
Current Registrations
Cosey Financial Services, INC.
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Bma Financial Services, INC.Broker
Equity Services, INC.Broker
G. R. Phelps & CO., INC.Broker
The O.N. Equity Sales CompanyBroker
Provident National Equities, INC.Broker
Pla Securities CorporationBroker
State Registrations1 state
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.