Unclaimed Profile

Aaron Brady Green

GGM FINANCIALS, LLC·COLUMBUS, Ohio

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record18 years registeredGGM FINANCIALS, LLC

2492 W DUBLIN GRANVILLE RD., COLUMBUS, OH 43235CRD# 5205774Firm CRD# 327008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Brady Green · COLUMBUS, OH

Registration

CRD #5205774 · GGM FINANCIALS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

GGM FINANCIAL LLC

Sep 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Jul 2016 – Oct 2023

COLUMBUS, OH

J.P. MORGAN ASSET MANAGEMENT

Jul 2008 – Nov 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 29, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GGM FINANCIALS, LLC

CRD 327008 · SEC 801-128663

AUM

$371M

Regulatory assets under management

Employees

751 client accounts

Services offered by GGM FINANCIALS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GGM FINANCIALS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Brady Green offer?

Aaron Brady Green specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Aaron Brady Green's credentials?

Aaron Brady Green holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Brady Green located?

Aaron Brady Green is based in COLUMBUS, Ohio, working with GGM FINANCIALS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Aaron Brady Green charge for services?

Aaron Brady Green's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GGM FINANCIALS, LLC?

GGM FINANCIALS, LLC has approximately 9 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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