William D. Green
Professional summary
William D Green, who also goes by Bill Green, William D Green III, is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Jeffersonville, Indiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 2 firms and has passed the Series 66, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William D Green's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
OXINAS PARTNERS WEALTH MANAGEMENT
Office #1: 607 North Shore Drive Suite 101, Jeffersonville, IN 47130May 2, 2008 - December 17, 2018
J.J.B. HILLIARD, W.L. LYONS, LLC
January 25, 2007 - December 17, 2018
J.J.B. HILLIARD, W.L. LYONS, LLC
Primary Firm SEC Registration
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462 / SEC#: 801-113877
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2019)
Exams
Series 55
Date: 12/4/2009
Limited Representative-Equity Trader ExamCurrent Firm
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462 / SEC#: 801-113877
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,738 |
| AUM (Assets Under Management) | $ 390,977,057 |
Red Flags
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Company Information
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462Jeffersonville, IN 47130TRUST BUT VERIFY
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