Thomas
Green
Osaic Institutions, Inc
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About this Advisor
Thomas Green is a financial advisor based in Charlotte, North Carolina, working with Osaic Institutions, Inc. Thomas has previously held positions at Mercedes Benz USA, Keller Williams The Dixon Group, University Of Colorado Boulder Recreation Center, University Of Colorado Boulder, Ponderosa High School, Thrivent Investment Management Inc, Thrivent Financial, Bellco Credit Union, Cuso Financial Services, Inc, and Osaic Institutions, Inc. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Thomas is part of Osaic Institutions, Inc, which operates out of Charlotte, North Carolina. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Green Work History
Osaic Instituions, Inc
Bellco Credit Union
Thrivent Financial
Cuso Financial Services, Inc
Keller Williams The Dixon Group
Thrivent Investment Management Inc
Thrivent Financial
Mercedes Benz Usa
University Of Colorado Boulder Recreation Center
University Of Colorado Boulder
Ponderosa High School
Disclosures
Please visit the SEC profile of Thomas 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 Osaic Institutions, Inc
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Centerville, MA
Dover, NH
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South Windsor, CT
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