Waverly Advisors
47yrs
Top advisor by experience in Birmingham
18yrs
David Green has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Birmingham, Alabama. David has been with Green Financial Management since 2012; before that, David spent a year at Clark Financial Advisors and three years at Wells Fargo Advisors. Green Financial Management offers investment management and is paid through a percentage of assets.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office2850 Cahaba Road Suite 230, Birmingham, AL 35223
How the firm is paid ?Percent of assets
Typical client at the firm ?$404,989
States licensed ?1 state
Services through Green Financial Management
Investment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowGreen Financial Management, LLCCurrent firm
- Feb 2012 – Jan 2013Clark Financial AdvisorsPreviously
- 2009 – 2011Wells Fargo Clearing Services, LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Green Financial Management at (205) 423-5260 and ask for David Green. David works from the Birmingham, AL office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Green Financial Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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