John GreerCRD Number: 6148298
Current Firm: Total Investment Management, Inc.
John Greer (CRD# 6148298) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Resq Investment Partners, LLC||Scottsdale, AZ||Jan 2014 - Current||4|
|Total Investment Management, Inc.||Scottsdale, AZ||May 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management870MILLIONS
Total Number of Accounts2,388ACCOUNTS
Average Account Value$364,489
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI