AG
AG

Austin Troy Green

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

5145 Bluebonnet Blvd, Baton Rouge, LA, 70809

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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

Austin operates under several DBAs for his LPL business, including Schramm Financial Group, Stratos Wealth Partners, and Opes Wealth Partners. He dedicates full-time hours to providing investment advisory services through these entities.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
May 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2021 - May 2023 · 2 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - May 2023 · 2 yrs 4 mos
Morgan Stanley
January 2019 - January 2021 · 2 yrs
Morgan StanleyBroker
November 2018 - January 2021 · 2 yrs 2 mos
State Registrations11 states
COFLGAIALAMSOKORPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.