Byron D Green

CFP

Green Investment Management, INC.

47 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Green Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

143 clients

Average Client Portfolio

$424K average

Assets Under Management

$60.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

309 West 7th Street Suite 101, Fort Worth, TX, 76102

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History

Regulatory History (1)

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Regulatory

August 1986

Final

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Employment History

Current Registrations

Green Investment Management, INC.

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Green Investment Management INC

April 1996 - December 2016 · 20 yrs 8 mos

Rhodes Securities, INC.Broker

April 1988 - December 2004 · 16 yrs 8 mos

Simmons-Green Financial Services, INC.Broker

March 1982 - April 1988 · 6 yrs 1 mo

Weber, Hall, Sale & AssociatesBroker

December 1981 - April 1982 · 4 mos

Shearson Loeb Rhoades INC.Broker

November 1979 - January 1982 · 2 yrs 2 mos

Loeb PartnersBroker

November 1978 - November 1979 · 1 yr

State Registrations3 states

CAMDTX

Advisor

Exams

No exam information available for this advisor.