Julie Ellen Green

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 02/2023
  Boes Financial Center Llc
  Cooeprsville, MI
• 07/2008 → 01/2017
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 01/2019 → Present
  Money Concepts Capital Copr
  Palm Beach Gardens, FL
• 03/2023 → Present
  Green Advisory Llc
  Coopersville, MI

Other Businesses

#1 - Grand Raggidy Roller Girls Boosters Investment related: NO 149 E Division, Rockford, MI 49341,Non-Profit Booster Club, Secretary/Board Member,issuing grants, beer booth, quarterly board meetings. Start Date: August 2011. Board Member, 12 hours per month during non-security trading, 0 during trading hours. #2 Green Advisory, LLC, Non Investment related, since 07/2008, affiliation administrator assistant, bookkeeper, marketing, bookkeeping, Quick Books, 48 hours a month during securities trading, 48 hours a month during securities trading hours. #3.Coopersville Area Chamber of Commerce. Started Date Jan 2016. Monthly Boards Meetings, various Committeed, ED Guidance. Non-Profit. Possible chamber referrals as a chamber member. 2 Total/Month Hours. Zero during Securities trading hours. #4. Mitten Foundation, Inc. Started Date May 2017. Board Member. Vote on Motions proposed to the board. 4 Total Hrs/mo. Zero hours during Securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-31

Other Names

• Julie Ellen Boes
• Julie Ellen Green