Adam Greene (CRD# 5690584) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 13 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Johnston, RI | Nov 2022 - Current | 1 |
| Citizens Securities, Inc. | Johnston, RI | Nov 2020 - Nov 2022 | 2 |
| Td Ameritrade | St Louis, MO | Jun 2019 - Nov 2020 | 1 |
| Td Ameritrade | St Louis, MO | Mar 2018 - Jun 2019 | 1 |
| Scottrade Inc. | San Diego, CA | Sep 2016 - Mar 2018 | 1 |
| Scottrade Inc. | Tustin, CA | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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