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Elizabeth Marchal Green

Foster & Motley Inc.

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About Elizabeth Marchal Green

Elizabeth Marchal Green is an investment advisor representative with Foster & Motley Inc. in Cincinnati, OH. Elizabeth Green has been in the financial services industry since August 1987. Elizabeth Green has been registered with Foster & Motley Inc. since February 2003 and has a Series 7 General Securities Representative license. Elizabeth Green holds the designation of Chartered Financial Analyst.

Firm Information

Elizabeth Green is currently registered with Foster & Motley Inc.. Foster & Motley Inc. is a registered investment advisor headquartered in Cincinnati, OH. The firm manages approximately $2.27 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
Foster & Motley Inc.

7755 MONTGOMERY ROAD

CINCINNATI, OH 45236

$2.27B

Assets Under Management

45

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Green’s Registration & Firm History

OH

02/10/2003 - Present

Foster & Motley Inc. (CINCINNATI OH)

TX

08/22/1995 - 12/11/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

NA

08/20/1987 - 09/30/1993

BARTLETT & CO.

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Licenses & Designations

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Marchal Green.
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