GFR in the News

Green Financial Awards:

• Best of Gwinnett Awards 2014-2023 (10 Years) - Gwinnett Magazine - Winners chosen by a combination of readers’ votes and editors’ input across more than 20 business sectors.  Results are further vetted through available info, such as Better Business Bureau records.  Multiple winners in each sector may finish as “Best”, “Among the Best”, or “Ones to Watch”, depending on the size of the market sector.

• Pinnacle Small Business Award 2016 – Gwinnett Chamber - Based on growth, revenue, community service, & other criteria gathered via questionnaire, and reviewed by a Chamber committee.

• Small Business Awards (formerly Pinnacle and Small Business Person of the Year) issued by Gwinnett Chamber are based on nominations in different categories. Nominees will complete an application that will be reviewed and scored by a selection committee to determine finalists and winners. Small Business Award (Semi-Finalist 2015; Finalist 2009-2014, 2018, 2022-2024; Winner 2008 & 2016), Overall Small Business of the Year (Winner 2016), Family-Owned Small Business of the Year (Winner 2016), Support System Award (Finalist 2019), Community Contributor (Finalist 2021, 2023-2024), Culture Creator (Finalist 2022-2024, Winner 2024), Small Business Person of the Year (Roger Green - Finalist 2005-2006)

• Atlanta’s Top 20 Financial Planning and Advisory Firms 2003 is a listing that ranks firms by assets under management given by Atlanta Business Chronicle based on a survey.

• 2021 Best of the Best Financial Advisor Awards by Gwinnett Daily Post. Nominees are submitted by someone in the community. Winners and nominees is a reader opinion selection poll. A ballot is posted, and readers are asked to submit their vote based on many different topics.

• IMPACT Regional Business Award Finalist presented by Gwinnett Chamber. Recognize premier organizations in top industries that are driving economic development and job creation, while enhancing our quality of life. Finalists are selected from applications submitted with examples of the organization’s civic engagement, products and services, and overall mission. Applicants must also submit an outline of their organization’s future impact/plans over the next few years.

• Small Business of the Month Award - March 2016 - Gwinnett Chamber based on community observations.  No survey or application was required to win this award

Andrew Green and Michael Green Awards:

• 35 Under 35 Awards 2022 and 2023  -Gwinnett Young Professionals (GYP) a part of the Gwinnett Chamber. 70 finalists are selected from applications from those under 35 in the Gwinnett Community and judged by a GYP panel.  Of these 70 finalists, 35 young professionals are selected as the winners of the 35 under 35. Andrew: Finalist 2022-2023, Winner 2024, Michael: Winner 2022

Roger Green Awards:

• AVC 2023 Hear-O Award given by Auditory-Verbal Center CEO, based on observed contributions to the charity over time. 

• Invest in Others Community Service Award Winner 2021- Nominations submitted by the advisor, and the non-profit they worked with for 3+ years, are reviewed by Invest in Others.  Nominees must be active financial advisors holding a professional designation, and spending 75%+ of their time providing financial consultation with clients for 3+ years.  Nominations are evaluated based on leadership, dedication, contribution, and overall impact on a nonprofit. Winners earn donations from the Invest in Others Foundation to the non-profit.

• Top 1,000/1200 Advisers State-by-State Ranking and top 100 independent financial advisors- Barron's Magazine -:  Nationwide award determined based on a questionnaire about the advisor’s practice in areas such as total assets, revenue, and the quality of the practice; ranked against other advisor submissions.

• 2007, 2008, 2009 and 2011 America’s Top 100 Independent Advisors (Barron’s Winner’s Circle) presented by Registered Rep Magazine (now WealthManagement.com). This list was led by Discovery, an online database of financial service intermediaries published by the Financial Information Group and based on a proprietary methodology. Advisors were ranked by assets under management using the Discovery database system. Discovery maintains data on the registered representative universe then validates the ranking via direct survey. This was featured in Fortune Magazine in the April 7, 2008 edition.

• 2018 Public Service Award Winner– Gwinnett Chamber (Roger Green) – Nominated and selected by the Gwinnett Chamber, based on an individual’s service rendered within the community, over and beyond excellence in one's profession or business.

• 2009 Advisor Hall of Fame Award (1 of 5 winners) - Research Magazine (now ThinkAdvisor.com). Chosen via nationwide nominations with a questionnaire and other supporting info about those who have 15+ years as a registered rep, superior business results, respect of peers, and active community involvement.  Designed to recognize advisors who bring honor to their profession.

• The Footprint Award presented by 970 FaithTalk/104.7 The Fish Radio in recognition of dedicated faithful service to the Lord. “Your Green: is the longest-running program. Advisor hosted a radio program from 1998 – 2017.

• Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Top of the table and Court of the table are levels of membership: MDRT Qualifier 1992-2018, Top of the Table 1998-2018, Court of the Table 1996-2018.

• Multi-Financial Securities Corp (formally IFG Network Securities, Inc.), currently Cetera Advisors LLC - Wall of Fame and Top Representative honors are awards that are based on gross dealer concession (GDC).

• Roger Green was affiliated with First Investors from 1988 to 1990: • Rookie of the year 1988-1989 issued by Fist Investors, award is based on volume and points. • Representative of the year - Houston office 1990 given by First Investors, award is based on volume and points.

• Roger Green was affiliated with MONY from 1990 to 2000: • Top Club 1990-1991 issued by MONY. • President’s Council 1991-1992 issued by MONY. • Top Fifty Club 1993-1994 issued by MONY. Award to recognize MONY’s highest annual sales distinction. • 1995 Equity Commission Leader issued by MONY is awarded in recognition of outstanding sales performance in equity commission sales. • Forum 1998-1999 honor club issued by MONY. • IFS 2nd Year Challenge Leader 1992 issued by MONY. • Theodore Shalack Award 1999 issued by MONY. Awarded to the underwriter with the best record of long-term persistency and policy holder service.

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  The above articles may reference Roger S. Green’s affiliation with the broker/dealers by the name of IFG Network Securities (2000-2003), Multi-Financial Securities Corp (2004-2012), and Cetera Advisors LLC (2012-present).  The broker/dealer name and overall organization changed via various acquisitions and mergers, to become part of what is currently Cetera Advisors LLC.  Roger S. Green, however, has not changed broker/dealer affiliations since 2000, outside of these corporate changes that resulted in broker/dealer name/affiliation changes.   

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• For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

• Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.

• A diversified portfolio does not assure a profit or protect against loss in a declining market.

• All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.