Thomas
Green

Osaic Institutions, Inc

CRD#7299021
Investment Advisor
in Charlotte, NC

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Charlotte, NC

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

NC Average: $5,297,377,271
Total Number of Employees

722

NC Average: 35
Total Number of Accounts

8,478

NC Average: 690
Average Account Size

$427,771

NC Average: $7,677,358

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

2023 - Present (1 year)

Osaic Instituions, Inc

2021 - Present (3 years)

Bellco Credit Union

2021 - 2021 (< 1 year)

Thrivent Financial

2021 - 2023 (2 years)

Cuso Financial Services, Inc

2020 - 2020 (< 1 year)

Keller Williams The Dixon Group

2020 - 2021 (1 year)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Thrivent Financial

2019 - 2019 (< 1 year)

Mercedes Benz Usa

2017 - 2019 (2 years)

University Of Colorado Boulder Recreation Center

2016 - 2020 (4 years)

University Of Colorado Boulder

2012 - 2016 (4 years)

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

Lindsay Johnson
Muncy, PA
Richard Waters
Zephyrhills, FL
Ryan Robertson
Derry, PA
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Anna Larson
Grand Forks, ND
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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