Julie Ellen Green
Investment adviser representative at Money Concepts Advisory Service
18 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
Are you Julie Ellen Green? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Green Advisory LLCMar 2023 to now
- Money Concepts Capital CorpApr 2021 to now
- Money Concepts Capital CoprJan 2019 to now
- Boes Financial Center LLCJul 2008 to Feb 2023
- Money Concepts Capital Corp.Jul 2008 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 5564235
- Firm CRD
- 12963