Carl James Greene
Investment adviser representative at Raymond James Financial Services Advisors, Inc
7 yearsExperience
3 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Raymond James Financial Services Advisors Inc.Mar 2014 to now
- Raymond James Financial ServicesMar 2014 to now
- City of Chattanooga Office of Multicultural Affairs Advsry BoardOct 2019 to Nov 2021
- Refinery 423 MercantileFeb 2016 to May 2021
- Lawson Winchester Wealth ManagementApr 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (GA, TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4526793
- Firm CRD
- 149018