Robert Greer, financial advisor Irvine CA

Robert Greer

CRD Number: 4751515
Current Firm: Mutual Of Omaha Investor Services, Inc.

Robert Greer (CRD# 4751515) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irvine, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Irvine, CA Oct 2021 - Current < 1
Mutual Of Omaha Insurance Company Irvine, CA Sep 2021 - Current < 1
Unemployed Newport Beach, CA Aug 2021 - Sep 2021 < 1
Heartland Newport Beach, CA May 2021 - Aug 2021 < 1
Unemployed Newport Beach, CA Feb 2021 - May 2021 < 1
Mavecap Los Angeles, CA Dec 2020 - Feb 2021 < 1
Unemployed Newport Beach, CA Feb 2020 - Dec 2020 < 1
Self Employed Costa Mesa, CA Jun 2018 - Feb 2020 1
Mml Investors Services LLC Newport Beach, CA Dec 2012 - May 2018 5
Massmutual Life Insurance Company Newport Beach, CA Nov 2012 - May 2018 5
Northwestern Mutual Investment Services, LLC Irvine, CA Jan 2004 - Oct 2012 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2001 - Oct 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Robert J. Greer
Phone Number: 402-351-3102
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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