CG
Cheryl A. Green
FIRST INVESTMENT
Bartlesville, OK 74003
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CRD#: 2626085
CG
Professional summary
Cheryl Annette Green, who also goes by Cheryl Annette Phillips, is a registered financial advisor currently at FIRST INVESTMENT CORPORATION located in Bartlesville, Oklahoma and CALTON & ASSOCIATES, INC. located in Bartlesville, Oklahoma.
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Cheryl has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl Annette Phillips
Other business activities
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.
FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 30-40 HOURS/WK, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, OWNER, STARTED 07/01/2009, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, 09/23/2021, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC (DFS), MINORITY OWNER. OKLAHOMA LICENSED REAL ESTATE SALES ASSOCIATE 11/7/2017, ASSIST INDIVIDUALS TO LIST/BUY/SELL REAL ESTATE 10-60 HOURS/MO, 0-10 HOURS DURING TRADING; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-5 HOURS/MO, 0-5 HOURS/MO DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Annette Green's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 13, 2002 - Present
FIRST INVESTMENT CORPORATION
Office #1: 307 Se Frank Phillips Blvd., Bartlesville, OK 74003RIA
CRD#: 110972
Bartlesville, OK
Current
June 29, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 307 Southeast Frank Phillips Blvd., Bartlesville, OK 74003RIA
BD
CRD#: 20999
Bartlesville, OK
Past
April 16, 2001 - July 20, 2023
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
BARTLESVILLE, OK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arkansas(11/28/2012)
IAR
Florida(6/29/2006)
IAR
Kansas(5/23/2006)
IAR
Oklahoma(3/13/2002)
RR
Oklahoma(6/29/2023)
IAR
Texas(5/24/2006)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FI
FIRST INVESTMENT CORPORATION
FIRST INVESTMENT CORPORATION
CRD#: 110972 / SEC#: 801-24481
RIA
Registered Investment Advisory firm - (10/30/2012 Terminated)Arkansas
Registered Investment Advisory firm - (10/30/2012 Approved)Florida
Registered Investment Advisory firm - (7/11/2012 Approved)Kansas
Registered Investment Advisory firm - (10/30/2012 Approved)Oklahoma
Registered Investment Advisory firm - (10/24/2012 Approved)Texas
Registered Investment Advisory firm - (10/8/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
307 Se Frank Phillips Blvd., Bartlesville, OK 74003
Mailing Address
P.o. Box 2246, Bartlesville, OK 74005-2246
Phone number
(918) 337-2045
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 63,766,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
