Robert Green
Professional Summary
Robert Green, who also goes by Robert G Green, Robert Gene Green, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1984 - 2026. Robert had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert G Green, Robert Gene Green
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
BENEFIT FUNDING SERVICES, LLC | FFR BD
Contact Information
Main Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618Mailing Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618Phone Number
(424) 476-5445Established
Nevada since 09/11/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | — |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Mar 1985About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1984About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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