Ashton
Green

Cetera Advisors LLC

CRD#5760499
Investment Advisor
in Lawrenceville, GA

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About this Advisor

Ashton Green is a financial advisor operating out of Lawrenceville, Georgia with 3 years of industry experience. Green is currently employed by Cetera Advisors LLC. The advisor has gained experience at Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Cetera Advisors, Georgia Retirement Services, LLC and Progressive Tech Construction. Green holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Cetera Advisors LLC is a financial advisory firm based out of Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It oversees $21 billion in assets under management across its 90,646 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 294 charities and foundations. Of its 90,646 accounts, 26% are associated with high-net-worth individuals who have more than $1 million in assets. Cetera Advisors LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on which service is offered. Fees charged by Cetera Advisors LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

720 Old Snellville Hwy Suite 200
Lawrenceville, GA 30044

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

GA Average: $2,349,664,866
Total Number of Employees

1,047

GA Average: 28
Total Number of Accounts

90,646

GA Average: 1,101
Average Account Size

$234,185

GA Average: $2,134,119

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
  • Educational seminars/workshops

Ashton Green Work History

Ashton has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cetera Advisors

2020 - Present (4 years)

Georgia Retirement Services, LLC

2018 - Present (6 years)

Progressive Tech Construction

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashton 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 Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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