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EG

Eric L. Green

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CRD#: 2660154
EG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Lamont Green was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1996. Eric had worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 20, 2006 - December 11, 2023

BACKSTROM MCCARLEY BERRY & CO., LLC

BD
CRD#: 124503
INDIANAPOLIS, IN
Past

November 2, 2005 - December 15, 2006

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
LAFAYETTE, IN
Past

January 9, 2004 - July 12, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
LAFAYETTE, IN
Past

January 9, 2004 - July 12, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

July 1, 2003 - December 9, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
INDIANAPOLIS, IN
Past

July 1, 2003 - December 9, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 15, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
INDIANAPOLIS, IN
Past

March 9, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 20, 1999 - March 6, 2001

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

February 13, 1998 - November 2, 1999

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

September 30, 1996 - February 23, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

January 15, 1996 - October 10, 1996

BERKSHIRE EQUITY SALES, INC.

BD
CRD#: 87
PITTSFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BM
BACKSTROM MCCARLEY BERRY & CO., LLC
BACKSTROM MCCARLEY BERRY & CO., LLC

CRD#: 124503 / SEC#: , 8-65679

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
130 Battery Street, Suite 560, San Francisco, CA 94111
Mailing Address
130 Battery Street, Suite 560, San Francisco, CA 94111
Phone number
(415) 392-5505
Established
California since 06/04/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MCCARLEY, VINCENT ELLISCEO, MUNICIPAL PRINCIPAL, CCO1711341
LEUNG, FRANK SIKWINGCFO, FINOP2145757

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.

Company Information


BACKSTROM MCCARLEY BERRY & CO., LLC

CRD#: 124503

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