Duluth, GA Crestwood Pkwy NW Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

3700 Crestwood Pkwy NW, Suite 440

Duluth GA 30096

Advisors at this office

3

Advisors at this office

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Roger G

CFP®, ChFC®, Series 63

Duluth, GA

Cetera

Roger Green is a financial advisor at Cetera with over 38 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Cetera and its affiliates since 2004. In addition to his advisory work, Green teaches retirement planning courses at Gwinnett Technical College and serves as secretary of a local religious organization as well as chairman of the board for a nonprofit assisting deaf children. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ashton G

Series 66

Duluth, GA

Cetera

Ashton Green is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and currently has roles with Georgia Retirement Services, LLC and Progressive Tech Construction, where he serves as owner and manages bookkeeping. He is also Vice President of Georgia Benefits, Inc., an insurance services organization. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party investment strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew G

CFP®, Series 66

Duluth, GA

Cetera

Andrew Green is a CFP®-designated financial advisor with nine years of industry experience, currently practicing at Cetera in Duluth, GA. He has worked with Cetera and its affiliates since 2016 and also serves as an advisor and client service manager at Green Financial Resources LLC. Outside of his advisory work, Green sponsors the Dave Ramsey Financial Literacy Program, providing educational support to local high schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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