Unclaimed Profile

Phillip Freeman Green

GREEN WEALTH MANAGEMENT, LLC·SALEM, Oregon

Series 65Clean record23 years registeredGREEN WEALTH MANAGEMENT, LLC

350 MILLER STREET SE, SALEM, OR 97302CRD# 4675624Firm CRD# 139587

Profile Verification

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

Identity

Phillip Freeman Green · SALEM, OR

Registration

CRD #4675624 · GREEN WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREEN WEALTH MANAGEMENT, LLC

GREEN WEALTH MANAGEMENT, LLC

May 2006 – Dec 2016

SALEM, OR

SALEM ASSET MANAGEMENT, LLC

Jun 2003 – May 2006

SALEM, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMISON HANSON ADVISORS LLC

CRD 139587 · SEC 801-113286

AUM

$168M

Regulatory assets under management

Employees

391 client accounts

Services offered by JAMISON HANSON ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JAMISON HANSON ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Phillip Freeman Green offer?

Phillip Freeman Green specializes in Financial Planning, Investment Management, Wealth Management.

What are Phillip Freeman Green's credentials?

Phillip Freeman Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Freeman Green located?

Phillip Freeman Green is based in SALEM, Oregon, last registered with GREEN WEALTH MANAGEMENT, LLC.

How does Phillip Freeman Green charge for services?

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

How large is GREEN WEALTH MANAGEMENT, LLC?

GREEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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