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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| 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 |
- CA
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Total Assets Under Management10MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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