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RG

Robert T. Green

ROAN CAPITAL PARTNERS
Oak Ridge, TN 37830
Some features on this profile are disabled
CRD#: 4049991
RG

Professional summary

Robert Thomas Green JR., who also goes by Bob Tom Green Jr, Bobby Tom Green Jr, Bobby Green, Robert Thomas Green Jr., is a registered financial advisor currently at ROAN CAPITAL PARTNERS located in Oak Ridge, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Tom Green Jr | Bobby Tom Green Jr | Bobby Green | Robert Thomas Green Jr.

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.
1) Robert T. Green, CPA, PC 675 Emory Valley Road Suite B Oak Ridge TN 37830 Tax Preparation/Accounting President 6/15/1989 170hrs~170hrs CPA RTGCPA POSITION: Owner NATURE: DBA - Logo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2022 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830; DESCRIPTION: Company Logo 2) ROBERT T GREEN SR ESTATE POSITION: Executor NATURE: Estate of my father, Robert T Green Sr INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/19/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Executor of the estate to compile and disburse assets per the will 3) MELINDA YORK IRA CONDUIT TR ULWT POSITION: Trustee NATURE: Conduit IRA Trust by will of Robert T Green Sr for the benefit of Melinda York INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/19/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Trustee - managed investments and make beneficiary's distributions 4) MELINDA YORK TR ULWT ROBERT GREEN POSITION: Trustee NATURE: Testamentary Trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Trustee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas 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®
None

Experience

Current

January 27, 2025 - Present

ROAN CAPITAL PARTNERS

Office #1: 675b Emory Valley Rd, Oak Ridge, TN 37830
RIA
CRD#: 293119
Oak Ridge, TN
Past

January 13, 2015 - December 31, 2024

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
OAK RIDGE, TN
Past

February 17, 2006 - December 31, 2024

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Oak Ridge, TN
Past

March 29, 2004 - May 11, 2005

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
OAK RIDGE, TN
Past

December 7, 1999 - May 9, 2005

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
Tennessee
(1/27/2025)
IAR
Texas
(1/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/6/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ROAN CAPITAL PARTNERS
ROAN CAPITAL PARTNERS
ROAN CAPITAL PARTNERS | ROAN CAPITAL PARTNERS, LLC

CRD#: 293119 / SEC#:

Tennessee
Registered Investment Advisory firm - (3/14/2018 Approved)
Texas
Registered Investment Advisory firm - (2/8/2024 Conditional Restricted)
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Contact information

Main Address
208 Sunset Dr. Suite #504, Johnson City, TN 37604
Mailing Address
Phone number
(423) 631-5786
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts365
AUM (Assets Under Management)$ 80,506,661

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

ROAN CAPITAL PARTNERS

ROAN CAPITAL PARTNERS

CRD#: 293119Oak Ridge, TN 37830

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