Robert T. Green
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Thomas Green JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2025 - Present
ROAN CAPITAL PARTNERS
Office #1: 675b Emory Valley Rd, Oak Ridge, TN 37830January 13, 2015 - December 31, 2024
AVANTAX ADVISORY SERVICES
February 17, 2006 - December 31, 2024
AVANTAX INVESTMENT SERVICES, INC.
March 29, 2004 - May 11, 2005
AVANTAX ADVISORY SERVICES
December 7, 1999 - May 9, 2005
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2025)
(1/27/2025)
Exams
Current Firm
ROAN CAPITAL PARTNERS
CRD#: 293119 / SEC#: 801-135438
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 563 |
| AUM (Assets Under Management) | $ 152,023,601 |
Red Flags
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Company Information
ROAN CAPITAL PARTNERS
CRD#: 293119Oak Ridge, TN 37830TRUST BUT VERIFY
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