Timothy
Greene

Spc

CRD#2622877
Investment Advisor
in Farmington, MI

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About this Advisor

Timothy Greene is a chartered financial consultant operating in Farmington, Michigan with 13 years of industry experience. Greene is an advisor for Spc. Greene has gained experience at Sigma Planning Corporation and Sigma Financial Corporation. Greene maintains a Series 63 license, certifying them as a securities broker, and is approved to work in Florida, Michigan and Missouri. Spc is an advisory business headquartered in Ann Arbor, MI. It has offices in 426 locations and a total of 610 people on staff. It has $6 billion in total assets between its 34,594 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules depend on which services are provided. However, fees charged by Spc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

13 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

36708 Brittany Hill
Farmington, MI 48335

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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
  • Other

Timothy Greene Work History

Timothy has been registered as a financial advisor for 13 years.*

2006 - Present (18 years)

Sigma Planning Corporation

1996 - Present (28 years)

Sigma Financial Corporation

*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 Timothy Greene 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 Spc

Richard Colleoni
Mansfield, TX
Justin Mccolaugh
Cincinnati, OH
Michael Barrella
Melbourne, FL
Kevin Howard
Novi, MI
Jeremy Fortin
Englewood, CO
Mark Sumner
Ann Arbor, MI
Edward Murray
Ann Arbor, MI
Kimberly Jones
Ann Arbor, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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