Darla Greer, financial advisor Gainesville FL

Darla Greer

CRD Number: 873136
Current Firm: Collaborative Wealth

Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Gainesville, FL May 2020 - Current 3
Collaborative Wealth Gainesville, FL May 2020 - Current 3
Ww (weight Watchers) Gainesville, FL Dec 2019 - Dec 2020 1
Unemployed Gainesville, FL Jan 2019 - Dec 2019 < 1
Collaborative Wealth Gainesville, FL Dec 2016 - Dec 2018 2
Lpl Financial LLC Gainesville, FL Nov 2016 - Nov 2018 2
Cetera Advisors LLC Denver, CO Jan 2013 - Nov 2016 3
Falcon Financial Gainesville, FL Aug 1997 - Nov 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1981
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Darla J. Greer
Phone Number: 407-792-3336
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    464
    MILLIONS
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $283,054
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA

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