David Greene

from Cjm Wealth Advisers, Ltd.
SEC regulated
Regulated Investment Advisor
David Greene is a financial advisor based in Virginia, Falls Church, with 28 years of experience. David currently works for Cjm Wealth Advisers, Ltd.. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Greene works at Cjm Wealth Advisers, Ltd.
Cjm Wealth Advisers, Ltd. is a financial advisory firm based in Falls Church, Virginia. It currently has approximately $1,044,229,466 of assets under management and employs about 22 people. Cjm Wealth Advisers, Ltd. uses a fee structure of a percentage of assets under your management, fixed fees and retirement plan consulting - percentage of plan assets.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, fixed fees and retirement plan consulting - percentage of plan assets
Office location
3110 Fairview Park Drive, Suite 900, Falls Church, Virginia, 22042

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