John Greer, financial advisor Scottsdale AZ
93 score

John Greer

CRD 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 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Resq Investment Partners, LLC Scottsdale, AZ Jan 2014 - Current 2
Total Investment Management, Inc. Scottsdale, AZ May 2007 - Current 9
Unemployed Scottsdale, AZ May 2006 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for John W. Greer
Phone Number: 480-998-5735
Firm Website: http://www.timgt.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    802
    MILLIONS
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $320,878
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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