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EVELYN NICOLE GREEN is an expert financial service provider and wealth management professional dedicated to helping individuals, families, and businesses build and protect their financial futures. She upholds the principles of integrity, transparency, and client-first service as well as providing world-class brokerage solutions tailored to each client’s unique needs and goals.
With a heritage rooted in excellence, EVELYN NICOLE GREEN has grown from a boutique advisory practitioner into a respected name in investment brokerage—known for our unwavering commitment to professionalism, trust, and long-term results.
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both.
Individuals who work for broker-dealers – the sales personnel are commonly referred to as brokers.
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
It is common for a financial professional to act as both a broker and an investment adviser. Because of this, we include investment advisers on BrokerCheck, and provide links to the SEC’s Investment Adviser Public Disclosure (IAPD) website so you can research further.