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Craven G

Series 63

Waco, TX

Raymond James Financial

Craven Green is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 47 years of industry experience. He previously worked for Green & Wolfe Portfolio Management Group, LLC for nine years. Green is also the CEO of Craven E Green Portfolio Management, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and tailored non-discretionary planning. The firm supports a broad client base and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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