Lori
Greer

About this Advisor

Lori Greer is a financial advisor whose office is in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accrued 14 years of professional experience. Greer maintains Series 66 and Series 63 licenses, qualifying them as a securities broker. Greer is able to operate based out of Arizona. Greer has spent their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 brick-and-mortar locations across the United States. As a company, Edward Jones manages $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.