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Thomas Patrick Green

CGN Advisors, LLC

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About Thomas Patrick Green

Thomas Green, Patrick is an Investment Advisor Representative registered with CGN Advisors, LLC. Thomas is a Certified Financial Planner, licensed in Florida and has been in the industry since September 2014. Thomas has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Thomas specializes in financial planning, pension consulting, and educational seminars. CGN Advisors, LLC offers advisory services including financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisers and educational seminars. CGN Advisors, LLC has approximately 1,000 clients with a total of $1.1 billion in assets under management.

Firm Information

Thomas Green is currently registered with CGN Advisors, LLC. CGN Advisors, LLC is a registered investment advisor based in Manhattan, Kansas. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. With over 42 investment advisor representatives and over $1.1 billion in regulatory assets under management, CGN Advisors serves a diverse clientele, including high-net-worth individuals, charitable organizations, and corporations.
CGN Advisors, LLC

512 POYNTZ AVE

MANHATTAN, KS 66502

$1.14B

Assets Under Management

1,000

Total Clients

42

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

FL

11/23/2015 - Present

CGN Advisors, LLC (BROOKSVILLE FL)

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Licenses & Designations

IA

Issued 04/27/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Patrick Green.
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