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Cheryl Annette Green

Investment adviser representative at Farther
25 yearsExperience
2 statesRegistered in
$16BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

25 years in the industry.

  1. FartherMay 2026 to now
  2. First Investment CorporationMar 2001 to now
  3. Calton & AssociatesJun 2023 to May 2026
  4. Dominion Investor Services, Inc.Mar 2001 to Jun 2023

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2626085
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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