Greer Capital Advisors, LLC

Greer Capital Advisors, LLC (CRD# 122213) is a financial advisory firm headquartered in Mountain Brook, AL. They manage $22,273,264 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $11,136,632
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Greer Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence W. Greer
CRD#: 4326677
2200 Woodcrest Place, Suite 309, Birmingham, AL 35209
93
Wealthminder
score

Lawrence Greer (CRD# 4326677) is an Investment Advisor Representative working at Greer Capital Advisors, LLC in Birmingham, AL and has over 14 years of experience in the finance industry.

2
Lawrence W. Greer, Jr.
CRD#: 5288620
2200 Woodcrest Place, Suite 309, Birmingham, AL 35209
93
Wealthminder
score

Lawrence Greer, Jr. (CRD# 5288620) is an Investment Advisor Representative working at Greer Capital Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

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