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Wayne D Green

Investment Adviser Representative at KCD FINANCIAL, INC.

Elkridge, MDCRD #1067944Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
MarylandPennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/25/2000
Series 65
Uniform Investment Adviser Law Examination
Passed 10/3/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/3/1983
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 10/28/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $100,0002.50%
$100,000 to $500,0001.50%
$500,000 to $1,000,0000.75%
Above $1,000,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

KCD Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KCD FINANCIAL, INC.Current
1/27/2026Elkridge, MD
KCD FINANCIAL, INC.Current
1/27/2026Elkridge, MD
OSAIC WEALTH, INC.
6/14/202412/31/2025Elkridge, MD
SECURITIES AMERICA ADVISORS, INC.
2/2/20236/14/2024Elkridge, MD
THE PATRIOT FINANCIAL GROUP, LLC
10/7/20201/27/2023Elkridge, MD
VERUS CAPITAL PARTNERS, LLC
11/5/201410/16/2020Elkridge, MD
VERUS CAPITAL PARTNERS, LLC
11/5/201412/31/2014Eldridge, MD
SECURITIES AMERICA ADVISORS, INC.
3/7/199611/5/2014Elkridge, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wayne D Green has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Wayne D Green - Financial Advisor in Elkridge, MD | AdvisorFinder