Paul
Green
American Portfolios Advisors, Inc
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About this Advisor
Paul Green is a financial advisor based in Orlando, Florida, working with American Portfolios Advisors, Inc. Paul has previously held positions at Axa Advisors, LLC and American Portfolios Financial Services, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Georgia, and North Carolina. Currently, Paul is part of American Portfolios Advisors, Inc, which operates out of Orlando, Florida. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.
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American Portfolios Advisors, Inc Brokerage Details
$13,083,636,201
700
54,553
$239,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Green Work History
American Portfolios Financial Services, Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Paul Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Portfolios Advisors, Inc
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Jacksonville, FL
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