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Kevin Asher Green

Strategic Financial Partners, Ltd.

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About Kevin Asher Green

Kevin Asher Green is a financial advisor currently associated with Strategic Financial Partners, Ltd. Kevin has been in the industry since 2008 and is licensed to provide financial advice in Oregon and New Mexico. Kevin has held prior registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prime Charter Ltd.

Firm Information

Kevin Green is currently registered with Strategic Financial Partners, Ltd.. Strategic Financial Partners, Ltd. is an investment advisor registered with the SEC. The firm, headquartered in , offers financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. The firm manages approximately $231,927,149 in assets for 871 clients.

$231.93M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Third party adviser referral fees

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Kevin Green’s Registration & Firm History

OR

12/04/2013 - Present

Strategic Financial Partners, Ltd. (BEND OR)

NM

02/09/2009 - 11/19/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)

NY

03/27/2000 - 06/12/2000

PRIME CHARTER LTD. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Asher Green.
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