Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bixby Green is a financial advisor with Advisor Resource Council. Robert has over 25 years of experience in the financial services industry. Robert is a Chartered Financial Analyst (CFA) and holds the Series 6 and Series 63 licenses. Robert is a Managing Member at Cojo Bay Advisors and is on the board of multiple companies. Robert specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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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TX
01/21/2025 - Present
Advisor Resource Council (DALLAS TX)
AZ
08/27/1998 - 05/03/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
03/21/1995 - 09/05/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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