Matthew Greer, financial advisor Atlanta GA
96 score

Matthew Greer

CRD Number: 5346230
Current Firm: Usaa Financial Planning Services

Matthew Greer (CRD# 5346230) is an Investment Advisor Representative working at Usaa Financial Planning Services in Atlanta, GA and has over 9 years of experience in the finance industry. Matthew Greer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Planning Services Atlanta, GA Apr 2014 - Current 2
Usaa Financial Advisors Inc. Atlanta, GA Apr 2014 - Current 2
Tdameritrade, Inc. Fort Worth, TX Jul 2013 - Apr 2014 < 1
Fidelity Brokerage Services LLC Westlake, TX May 2010 - Jul 2013 3
Greer Lumber Company, Inc. Cushing, TX Jul 2006 - May 2010 3
Massmutual Addison, TX Jun 2007 - Nov 2007 < 1
Mml Investors Services Inc. Addison, TX Jun 2007 - Nov 2007 < 1
University Of North Texas Denton, TX Aug 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Matthew C. Greer
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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