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COLTON GREEN
CRD#: 7539384
IA
B
LINCOLN INVESTMENTCRD#: 519 6136 Frisco Square Blvd
Suite 400
Frisco, TX 75034
Suite 400
Frisco, TX 75034
0
Disclosures
2
Years of Experience
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State Registrations
B
Texas 4/1/2024
IA
Texas 4/1/2024
SRO Registrations
B
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IA
Registered with this firm since 4/1/2024
B
Registered with this firm since 4/1/2024
IA
Registered with this firm since 4/1/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/15/2022 - 03/15/2024 | PLANO, TX | |
B | 09/15/2022 - 03/15/2024 | PLANO, TX | |
B | 05/06/2022 - 08/22/2022 | DALLAS, TX |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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