Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Green is a financial advisor with RFG Advisory, LLC. Mark is a registered investment advisor representative in Texas. Mark has over 25 years of experience in the financial services industry. Prior to joining RFG Advisory, LLC, Mark was employed by Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Mark provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, businesses, charitable organizations and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/31/2019 - Present
RFG Advisory, LLC (College Station TX)
TX
08/03/2012 - 06/10/2019
WELLS FARGO CLEARING SERVICES, LLC (BRYAN TX)
TX
06/01/2009 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (BRYAN TX)
TX
11/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRYAN TX)
TX
06/17/2005 - 12/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLLEGE STATION TX)
CA
12/13/2000 - 06/27/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/15/2000 - 08/14/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/01/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/07/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
04/24/1996 - 06/09/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/16/1994 - 03/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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