William GreerCRD Number: 229364
Current Firm: Raymond James & Associates, Inc.
William Greer (CRD# 229364) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Macon, GA and has over 30 years of experience in the finance industry.
Patton Albertson Miller Group, LLC
Woodbury Financial Services, Inc.
Cfs Wealth Management
|Raymond James & Associates, Inc.||Macon, GA||Feb 2013 - Current||9|
|Morgan Keegan & Company, Inc.||Atlanta, GA||Oct 2004 - Feb 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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