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Adam Perry Greene is a financial advisor professional located in Baton Rouge, LA. They specialize in financial advisory. With over 14 years of experience, they bring deep expertise to every client.
Adam Perry Greene - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Adam Perry Greene operates Cetera Wealth Services, LLC in Baton Rouge, Louisiana, serving clients for 14 years in financial advisory. He holds a FINRA CRD license number 5874096, which governs his practice in securities and investment advisory services. His experience spans more than a decade in the financial services industry, working with clients on wealth management and related financial matters.
A FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and dealers in the United States. This registration means the advisor has met baseline qualification requirements and is subject to FINRA's oversight and compliance standards. The license governs the scope of securities and investment advisory activities the advisor can conduct with clients, ensuring adherence to industry regulations and ethical standards.