Marly King Green
Investment adviser representative at Savant Wealth Management
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
Are you Marly King 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 fee
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
8 years in the industry.
- Savant Wealth ManagementDec 2023 to now
- Bridgeworth Wealth ManagementJul 2020 to Nov 2023
- CruAug 2019 to Jun 2020
- Retail StrategiesMay 2019 to Jul 2019
- Intermark GroupMay 2018 to Aug 2018
- The University of AlabamaAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 7294444
- Firm CRD
- 107271