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Green Financial Management, LLC CRD 166135
$55.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2850 Cahaba Road Suite 230, Birmingham, AL 35223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-13 |
| AL | RA | APPROVED | 2012-12-19 |
Branch Locations
2850 Cahaba Road Suite 230, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Financial Management, Llc | Birmingham | AL | 11/2011 | Present |
| Green Financial Management, Llc | Birmingham | AL | 11/2012 | Present |
GREEN FINANCIAL IS ALSO AN INSURANCE AGENCY LICENSED WITH THE ALABAMA DEPARTMENT OF INSURANCE. DAVID W. GREEN, IN HIS INDIVIDUAL CAPACITY, IS A LICENSED INSURANCE AGENT, AND MAY RECOMMEND THE PURCHASE OF CERTAIN INSURANCE-RELATED PRODUCTS ON A COMMISSION BASIS. MR. GREEN SPENDS APPROXIMATELY TWO HOURS PER WEEK ON AVERAGE ON HIS INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-21 |
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