Floyd Green

FLOYD GREEN FINANCIAL SERVICES

ATLANTA, GA 30341

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CRD#: 2627440

Professional summary

Floyd Green JR, CFA, who also goes by Floyd Green, is a registered financial advisor currently at FLOYD GREEN FINANCIAL SERVICES, INC. located in Atlanta, Georgia.

Floyd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Floyd has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Floyd Green

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.

FLOYD GREEN, JR., CPA, PC BUSINESS IS AN ACCOUNTING FIRM, AND NOT INVESTMENT RELATED. ADDRESS IS 3114 MERCER UNIVERSITY DRIVE, SUITE 200, ATLANTA, GA 30341. FLOYD GREEN, JR. SERVES AS CEO AND FOUNDED THE BUSINESS IN FEBRUARY 2003. DEVOTE ABOUT 80 HOURS / MONTH TO THE BUSINESS AND 4 HOURS DURING SECURITIES TRADING HOURS DAILY. I AM THE ACCOUNTANT IN CHARGE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Floyd Green JR'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®

CFA

Chartered Financial Analyst

Experience

Current

May 8, 2003 - Present

FLOYD GREEN FINANCIAL SERVICES, INC.

Office #1: 3114 Mercer University Drive Suite 200, Atlanta, GA 30341

RIA

CRD#: 125912

ATLANTA, GA

Past

August 26, 1996 - December 31, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/8/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/1996

General Securities Representative Examination

Current Firm

FLOYD GREEN FINANCIAL SERVICES, INC.

CRD#: 125912 / SEC#:

Georgia

Registered Investment Advisory firm - (5/8/2003 Approved)

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Contact information

Main Address

3114 Mercer University Drive Suite 200, Atlanta, GA 30341

Mailing Address

Phone number

(770) 457-2550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 12,040

Red Flags

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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Floyd Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Floyd Green JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOYD GREEN FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2003

Series 7

Date: 8/23/1996

Current Firm

FLOYD GREEN FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOYD GREEN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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