linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard William Greene

Capital Synergy Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard William Greene

Richard Greene is a financial advisor with over 30 years of experience in the industry. He is currently a registered representative with Capital Synergy Partners. Richard has a strong track record of helping clients achieve their financial goals. He is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Richard Greene is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Csp receives third party referral, selection & monitoring fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Greene’s Registration & Firm History

CA

02/27/2019 - Present

Capital Synergy Partners (IRVINE CA)

AZ

03/12/2009 - 11/13/2016

QUESTAR CAPITAL CORPORATION (TUCSON AZ)

AZ

01/01/2004 - 08/12/2008

ING FINANCIAL PARTNERS, INC. (TUCSON AZ)

IA

12/03/1986 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NA

06/05/1984 - 10/18/1988

NML EQUITY SERVICES, INC.

Not sure if Richard William Greene is right for you?

Licenses & Designations

BC

Issued 01/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard William Greene.
Not sure if Richard William Greene is right for you?