DG
ChFC
DG
ChFC

Donald Robert Greene

51 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
381 clients
Average Client Portfolio
$312K average
Assets Under Management
$119.1M

Fee Structure

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Location

1705 19th Ave, South, Nashville, TN, 37217

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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.

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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.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Silver Oak Securities, IncorporatedBroker
March 2014 - July 2020 · 6 yrs 4 mos
Silver Oak Securities, INC.
March 2014 - February 2016 · 1 yr 11 mos
Hornor, Townsend & Kent, INC.
April 2004 - March 2014 · 9 yrs 11 mos
Hornor, Townsend & Kent, INC.Broker
April 1998 - March 2014 · 15 yrs 11 mos
Bma Financial Services, INC.Broker
July 1993 - April 1998 · 4 yrs 9 mos
Equity Services, INC.Broker
March 1990 - July 1993 · 3 yrs 4 mos
G. R. Phelps & CO., INC.Broker
May 1980 - March 1990 · 9 yrs 10 mos
The O.N. Equity Sales CompanyBroker
June 1978 - April 1980 · 1 yr 10 mos
Provident National Equities, INC.Broker
January 1977 - July 1977 · 6 mos
Pla Securities CorporationBroker
February 1973 - January 1977 · 3 yrs 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.