Michael Greer (CRD# 3187323) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrenceville, GA and has over 24 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 3012105
Lpl Financial LLC
CRD# 5338514
Rollins Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Lawrenceville, GA | Aug 2022 - Current | 1 |
| Greer Financial Services | Chattonooga, TN | Jul 2015 - Current | 8 |
| Stone Bridge Asset Management, LLC | Chattonooga, TN | Sep 2020 - Aug 2022 | 1 |
| Robert Half International | Chattonooga, TN | Dec 2016 - Sep 2020 | 3 |
| Advanced Strategies Broker Dealer LLC | Chattonooga, TN | Jan 2015 - Sep 2020 | 5 |
| Pruco Securities LLC | Brentwood, TN | Aug 2013 - Jan 2015 | 1 |
| The Prudential Insurance Company Of America | Brentwood, TN | Aug 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- GA
- TN
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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