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Thomas Evan Green

PFG Advisors

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About Thomas Evan Green

Thomas Evan Green is a financial advisor with PFG Advisors. Thomas Green is registered with FINRA and has over 9 years of experience in the financial services industry. Thomas Green holds Series 66, Series 7, and SIE licenses and is registered in Texas and Tennessee. Previously Thomas Green has held positions with Securities America, Inc., LPL Financial LLC, Cambridge Investment Research, Inc., and Edward Jones.

Firm Information

Thomas Green is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

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 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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Thomas Green’s Registration & Firm History

TX

05/08/2024 - Present

PFG Advisors (Round Rock TX)

TX

05/06/2024 - 06/14/2024

SECURITIES AMERICA, INC. (Austin TX)

TX

05/09/2022 - 05/08/2024

LPL FINANCIAL LLC (AUSTIN TX)

TX

03/02/2020 - 05/09/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Austin TX)

TX

05/26/2015 - 12/17/2019

EDWARD JONES (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 06/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Evan Green.
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