David
Green
Ever Green Wealth Management, LLC
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About this Advisor
David Green is a financial advisor based in Victor, New York, working with Ever Green Wealth Management, LLC. David has previously held positions at Edward Jones, Ever Green Wealth Management, LLC, and Lynnleigh & Company, LLC Dba Ever Green Wealth Management. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, David is part of Ever Green Wealth Management, LLC, which operates out of Victor, New York. The firm has 2 employees and manages assets totaling $57.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Ever Green Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ever Green Wealth Management, LLC Brokerage Details
$57,674,674
2
548
$105,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Green Work History
Ever Green Wealth Management, LLC
Ever Green Wealth Management, LLC
Lynnleigh & Company, LLC Dba Ever Green Wealth Management
Edward Jones
Disclosures
Please visit the SEC profile of David 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 Ever Green Wealth Management, LLC
Victor, NY
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