Gregory Marshall Greene

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → 03/2017
  Regions Bank
  Pensacola, FL
• 06/2014 → 03/2017
  Cetera Investment Advisers Llc
  Pensacola, FL
• 06/2014 → 03/2017
  Cetera Investment Services Llc
  St.CLoud, MN
• 04/2017 → 09/2017
  Bbtis
  Knoxville, TN
• 09/2017 → Present
  Regions Bank
  Morristown, TN
• 09/2017 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 09/2017 → Present
  Cetera Investment Advisers Llc
  Morristown, TN

Previous Registrations

• 2017-04-04 → 2017-09-15
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Duluth, GA
  Knoxville, TN
  Knoxville, TN
  Knoxville, TN
  Knoxville, TN
  Knoxville, TN
  Knoxville, TN
• 2014-07-02 → 2017-03-31
  Cetera Investment Advisers Llc
  Pensacola, FL
  Pensacola, FL
• 2013-08-28 → 2014-07-03
  Pnc Wealth Management Llc
  Spanish Fort, AL
• 2012-09-06 → 2013-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Knoxville, TN

Exams

• S66 Uniform Combined State Law Examination
  2012-09-04
• S63 Uniform Securities Agent State Law Examination
  2011-03-07

Other Names

• Gregory M. Greene
• Gregory Marshall Greene
• Gregory M Greene