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About this Advisor
Lori Greer is a financial advisor in Tempe, Arizona. Currently a registered advisor at Edward Jones, Greer has 15 years of experience as a registered advisor. Greer maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Greer can operate in Arizona. Greer has worked their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 other offices in the nation. As a registered advisory firm, Edward Jones oversees $329 billion in assets dispersed across 3,047,151 client accounts and retains more than 23,408 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lori Greer Work History
Lori has 16 years of experience.
Lori Greer has no disclosures.
Please visit their SEC profile for more details.
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