LeadIQ logo
Learn more at LeadIQ.com
Green Financial Resources LLC logo

Green Financial Resources LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Green Financial Resources LLC is a small financial services firm based in Duluth, Georgia. Since 1987, Roger S. Green and the team have provided financial planning, investment guidance, and retirement income planning for individuals and small business owners. The practice emphasizes accessible support, offering complimentary consultations without asset thresholds and focusing on long-term growth and retirement income. The founder's asset harvesting approach guides retirement withdrawals with the aim of sustaining growth through extended retirement horizons. Securities and advisory services are provided through Cetera Advisors LLC, a broker-dealer and registered investment adviser, member FINRA and SIPC, with Cetera under separate ownership from Green Financial Resources.

Find Green Financial Resources LLC employees' phone numbers or email addresses

Green Financial Resources LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Green Financial Resources LLC's Leadership

  • Chief Operating Officer at Green Financial Resources LLC
    L. G.
    Chief Operating Officer
    Mobile Phone
  • Chief Operating Officer at Green Financial Resources LLC
    L. M.
    Chief Operating Officer
    Mobile Phone
  • President at Green Financial Resources LLC
    J. P.
    President
    Mobile Phone
  • Manager Client Service at Green Financial Resources LLC
    B. K.
    Manager Client Service
    Mobile Phone
  • Client Service Manager at Green Financial Resources LLC
    J. B.
    Client Service Manager
    Mobile Phone
  • Administrative Assistant at Green Financial Resources LLC
    B. S.
    Administrative Assistant
    Mobile Phone

Green Financial Resources LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Customer Success

Contact profiles from Green Financial Resources LLC

Name
Title
Contact
Location
Last Update
  • President at Green Financial Resources LLC
    J. P.
    President
    Mobile Phone
    Oct 23, 2024
  • Chief Operating Officer at Green Financial Resources LLC
    L. G.
    Chief Operating Officer
    Mobile Phone
    Jun 27, 2025
  • Chief Operating Officer at Green Financial Resources LLC
    L. M.
    Chief Operating Officer
    Mobile Phone
    Oct 21, 2024
  • Manager Client Service at Green Financial Resources LLC
    B. K.
    Manager Client Service
    Mobile Phone
    Oct 21, 2024
  • Client Service Manager at Green Financial Resources LLC
    J. B.
    Client Service Manager
    Mobile Phone
    Oct 21, 2024
  • Administrative Assistant at Green Financial Resources LLC
    B. S.
    Administrative Assistant
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Green Financial Resources LLC known for?

Minus sign iconPlus sign iconGreen Financial Resources LLC operates in the Financial Services industry. You can contact Green Financial Resources LLC's main corporate office by phone at
+1-770-931-****
. Explore Green Financial Resources LLC's company overview page for more information.

What is Green Financial Resources LLC's most common email format?

Minus sign iconPlus sign iconGreen Financial Resources LLC employees' email format typically follows the pattern of First.Last@rogersgreen.com. Trying to find reliable and up-to-date employee contact data? Find more Green Financial Resources LLC email formats with LeadIQ.

How many employees does Green Financial Resources LLC have currently?

Minus sign iconPlus sign iconGreen Financial Resources LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Green Financial Resources LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Green Financial Resources LLC's key employees include:

  • Chief Operating Officer: L. G.
  • Chief Operating Officer: L. M.
  • President: J. P.
  • Manager Client Service: B. K.
  • Client Service Manager: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.