CG
CG

Cheryl Annette Green

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

307 SE Frank Phillips Blvd., Bartlesville, OK, 74003

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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 Activities

Cheryl works at First Investment Corporation, a financial planning firm, about full-time. She also owns and manages real estate rentals through T2T, LLC and T2T Home, LLC, and is a co-trustee of a trust that is a minority shareholder of Dominion Financial Services, Inc. Additionally, Cheryl is a licensed real estate sales associate and does bookkeeping & accounting for TAP Outsourcing LLC.

Employment History
Current Registrations
Calton & Associates, INC.Broker
June 2023 - Present · 2 yrs 8 mos
First Investment Corporation
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
Dominion Investor Services, INC.Broker
April 2001 - July 2023 · 22 yrs 3 mos
State Registrations5 states
ARFLKSOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.