Blake Greer, financial advisor Houston TX
93 score

Blake Greer

CRD Number: 4531829
Current Firm: Investment Advisors

Blake Greer (CRD# 4531829) is an Investment Advisor Representative working at Investment Advisors in Houston, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Houston, TX May 2013 - Current 3
Sws Financial Services Richmond, TX Jan 2011 - May 2013 2
Realty Capital Securities, LLC Boston, MA Feb 2009 - Jan 2011 1
Amreit Houston, TX May 2008 - Feb 2009 < 1
Morgan Stanley & Company, Incorporated Bryan, TX Apr 2007 - May 2008 1
Morgan Stanley Dw Inc. Bryan, TX Jul 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Blake E. Greer
Phone Number: 800-288-3035
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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