Mark Green

About Mark Green

I began my career in the financial services industry in 1985. After spending the first nine years in the back office operations area of a major brokerage wirehouse, I accepted a position that enabled me to use my operations experience in working face to face with clients. Since 1994, I have assisted clients and their families in the development and execution of strategies that are focused on meeting their specific needs. I remain committed to the tradition of client relationships – “Know your client, stay connected with them, know what they need and how to assist them in achieving it”. I attended the University of Texas at Dallas and hold the Series 7, 31, 63, 65 registrations. I am also licensed to offer General Lines of Insurance in the State of Texas – these include annuities and life insurance. My wife, Sheri and I moved to Bryan/College Station, TX in 1990 from the Dallas Metroplex area. We have 2 adult daughters, Brittney and Haley. I have previously served on the Board of the Brazos Valley Boys and Girls Club, former president of the Board for the Brazos Valley Council for Alcohol and Substance Abuse and former president of the Brazos Valley Fellowship of Christian Athletes. In my spare time, I enjoy playing golf, playing the piano and spending time with my family and friends. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of TX, FL, NC, and NM. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Experience

1. President - Financial Advisor

   Gfg Wealth Advisors

   Jun 2019 — Present · Bryan/College Station, TX, US

   Family-focused wealth management helping make the right financial choices for today - and tomorrow

Skills

• Variable Annuities
• Securities
• Wealh
• Investments
• Financial Services
• Risk Management
• Finance
• Life Insurance
• Retirement Planning
• Mutual Funds
• Customer Service
• Asset Allocation
• Strategic Planning
• Financial Advisory