Robert Thomas Green
Professional Summary
Robert Thomas Green, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Tom Green Jr, Bobby Tom Green Jr, Bobby Green, Robert Thomas Green Jr.
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
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.
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
Current Firm
ROAN CAPITAL PARTNERS | ROAN CAPITAL PARTNERS, LLC
Contact Information
Main Address
208 Sunset Dr. Suite #504, Johnson City, TN 37604Phone Number
(423) 631-5786# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
563AUM (Assets Under Management)
$152,023,601Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
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.
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
Primary Firm SEC Registration
ROAN CAPITAL PARTNERS | ROAN CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(1/27/2025)
(1/27/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1999About the Series 6 examSimilar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Robert Thomas Green's CRS (Customer Relationship Summary).
Similar Advisors
PORTFOLIO DESIGN SERVICES, LLC
GRADIENT ADVISORS, LLC
VALIDUS CAPITAL LLC
KJH FINANCIAL SERVICES