James Greene

James Greene Email and Phone Number

Independent Financial Advisor at Cline Command Group @ Cline Financial Group
Pittsburgh, Pennsylvania
James Greene's Location
Greater Orlando, United States
About James Greene

James Greene is a Independent Financial Advisor at Cline Command Group at Cline Financial Group.

James Greene's Current Company Details
Cline Financial Group

Cline Financial Group

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Independent Financial Advisor at Cline Command Group
Pittsburgh, Pennsylvania
Employees:
11
James Greene Work Experience Details
  • Cline Financial Group
    Independent Financial Advisor
    Cline Financial Group Jun 2018 - Present
    Lady Lake, Florida
    Quick Facts About Financial Advisors•In 2016, financial advisors earned a median annual salary of $90,530.•More than 249,00 people worked in this occupation in 2014.•The finance industry employed most of them.•Jobs are usually full-time.•20% of financial advisors self-employed.•The U.S. Bureau of Labor Statistics (BLS) predicted its job outlook will be much faster than the average for all occupations through 2024 and therefore designated it a "Bright Outlook" occupation.A Day in a Financial Advisor's LifeThese typical job duties come from online ads for financial advisor positions found on Indeed.com:•"Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences" •"Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client"•"Decide how to build your practice by choosing your clients and the markets you want to pursue"•"Solicit clients actively via telephone, mail, referrals, etc."AdvertisementAdvertisement •"Maintain proper documentation following preset guidelines established by compliance and management"•"Comply with all industry rules and regulations"How to Become a Financial AdvisorMany people who work in this field earn the Certified Financial Planner credential from the Certified Financial Planner Board of Standards (CFP Board). To do this, they must pass an exam after first earning a bachelor's degree and acquiring three years of experience in financial planning.

Frequently Asked Questions about James Greene

What company does James Greene work for?

James Greene works for Cline Financial Group

What is James Greene's role at the current company?

James Greene's current role is Independent Financial Advisor at Cline Command Group.

Who are James Greene's colleagues?

James Greene's colleagues are Eric Ludwig.

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