Robert Green has been an investment adviser representative at Regal Advisory Services since April 2007, and is not listed among the firm’s executive officers or direct owners.
Regal Advisory Services, Inc. is a Glenview, IL firm with $121M under management, 274 clients and 16 advisers across 13 offices, as of its July 2026 filing.
- – present · 19 yearsGlenview, IL · Adviser representative · Firm CRD 123842
Investment adviser representative registrations
Robert Green is registered as an investment adviser representative in Illinois, since April 2007.
- IllinoisSince 17 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 23 February 2011 |
| Series 66 | Uniform Combined State Law Examination | 16 December 2005 |
| Series 24 | General Securities Principal Examination | 30 July 2001 |
| Series 7 | General Securities Representative Examination | 13 April 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 December 1999 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Paul Green
- CRD
- 4049190
- Firm
- Regal Advisory Services · CRD 123842
- Office
- 950 NORTH MILWAUKEE AVENUE, SUITE 101, Glenview, IL 60025-3771
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Green work?
Robert Green is an investment adviser representative registered through Regal Advisory Services, Inc. since April 2007, and is not listed among the firm’s executive officers or direct owners.
Is Robert Green a financial advisor?
Yes. Robert Green has a current investment-adviser registration in Illinois, through Regal Advisory Services since April 2007.
How many years of experience does Robert Green have?
Robert Green has 26 years in the financial industry, since December 1999, across 1 adviser firm.
What exams has Robert Green passed?
Robert Green has passed 7 licensing exams: the Series 6, Series 63, Series 7, Series 24, Series 66, Series 4 and Series 99TO. The earliest, the Series 6, was passed in December 1999. FINRA credited Robert Green with the SIE, which began in October 2018.
Where is Robert Green based?
Robert Green’s registered office is in Glenview, IL.
Is Robert Green registered with FINRA?
Yes. Robert Green has a current broker registration, under CRD 4049190.
Source: FINRA BrokerCheck
How can I verify Robert Green’s record?
Search CRD 4049190 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Green’s full registration record.