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Robert Gene Green

THE Leaders Group, Inc.

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About Robert Gene Green

Robert Gene Green is an investment advisor with over 30 years of experience in the financial industry. Robert has held various roles at several reputable firms including LPL Financial LLC, CETERA ADVISOR NETWORKS LLC, and Woodbury Financial Services, Inc.. Robert is currently registered with The Leaders Group, Inc. as a Series 7, 24, 6, 22, 63 and 65 licensed professional. Robert is also a registered principal with the firm. Robert is dedicated to providing comprehensive financial advice to individuals and families.

Firm Information

Robert Green is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Robert Green’s Registration & Firm History

CO

08/30/2024 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CA

10/23/2020 - 07/06/2021

CETERA ADVISOR NETWORKS LLC (NAPA CA)

CA

01/04/2017 - 11/16/2018

LPL FINANCIAL LLC (NAPA CA)

CA

10/01/2014 - 01/10/2017

WOODBURY FINANCIAL SERVICES, INC. (NAPA CA)

CA

04/03/2001 - 10/15/2014

LPL FINANCIAL LLC (NAPA CA)

NY

10/16/1984 - 04/09/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/30/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/06/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gene Green.
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