Unclaimed Profile

Byron D Green

GREEN INVESTMENT MANAGEMENT INC·FORT WORTH, Texas

Series 4, Series 5, Series 7, Series 24, Series 53, Series 63, Series 65CFP30 years registeredGREEN INVESTMENT MANAGEMENT INC

309 WEST 7TH STREET, FORT WORTH, TX 76102CRD# 858585Firm CRD# 109695

Profile Verification

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

Identity

Byron D Green · FORT WORTH, TX

Registration

CRD #858585 · GREEN INVESTMENT MANAGEMENT INC · 30 years registered

Brand Profile

Not yet started

Career History

GREEN INVESTMENT MANAGEMENT, INC.

Jan 2017 – present

GREEN INVESTMENT MANAGEMENT INC

Apr 1996 – Dec 2016

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 4

Series 5

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · April 12, 1996

Years registered · 30

Professional designation · CFP

Disclosure History

1986Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

GREEN INVESTMENT MANAGEMENT, INC.

CRD 109695 · SEC 801-21093

AUM

$72M

Regulatory assets under management

Employees

454 client accounts

Services offered by GREEN INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREEN INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Byron D Green offer?

Byron D Green specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.

What are Byron D Green's credentials?

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

Where is Byron D Green located?

Byron D Green is based in FORT WORTH, Texas, working with GREEN INVESTMENT MANAGEMENT INC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Byron D Green charge for services?

Byron D Green's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREEN INVESTMENT MANAGEMENT INC?

GREEN INVESTMENT MANAGEMENT INC has approximately 7 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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