Benjamin R. Green

PACIFIC WEALTH ADVISORY

Spokane Valley, WA 99206

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CRD#: 6984480

Professional summary

Benjamin R Green is a registered financial advisor currently at PACIFIC WEALTH ADVISORY, LLC located in Spokane Valley, Washington.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Thrive CPA, PLLC; not investment related; Spokane Valley, WA; Managing Partner/CPA; 08/2021; 160 hrs/month; 6 hrs during trading; accountant Neb Trebor Property Group LLC; not investment related; Spokane Valley, WA; Commerical Rental; Partner; 12/2020; 1 hrs/month; 15 mins during trading; Commercial property owner Perosnally owned Residential real estate; not investment related; Spokane Valley, WA; Residential rental; Owner; 5/2019; 2 hrs/month; 5 mins during trading; Residential property owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin R Green'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

August 17, 2018 - Present

PACIFIC WEALTH ADVISORY, LLC

Office #1: 12121 E Broadway Ave Bldg 5a, Spokane Valley, WA 99206

RIA

CRD#: 297657

Spokane Valley, WA

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

Washington
(8/17/2018)

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

State Security Law Exam

IAR

Series 65

Date: 5/22/2018

Uniform Investment Adviser Law Examination

Current Firm

PACIFIC WEALTH ADVISORY, LLC

CRD#: 297657 / SEC#:

Idaho

Registered Investment Advisory firm - (2/5/2025 Approved)

Washington

Registered Investment Advisory firm - (8/17/2018 Approved)

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Contact information

Main Address

12121 E Broadway Ave Bldg 5a, Spokane Valley, WA 99206

Mailing Address

Phone number

(509) 413-1764

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 13,328,263

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.

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Benjamin R. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin R Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2018

Current Firm

PACIFIC WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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