Raymond James & Associates
47yrs
Top advisor by experience in Knoxville
15yrs
Daniel Green
Financial advisor at UBS Financial Services
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 50% of advisors in Knoxville
Office800 South GAY Street Suite 2600, Knoxville, TN 37929
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2013 – nowUBS Financial Services Inc.Current firm
- Jan 2012 – Jul 2013Lord, Abbett & Co. LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call UBS Financial Services at 201-352-3000 and ask for Daniel Green. Daniel works from the Knoxville, TN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 15 years. More experience than 50% of advisors in Knoxville.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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