Darla
Greer
Collaborative Wealth
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About this Advisor
Darla Greer is a financial advisor based in Gainesville, Florida, working with Collaborative Wealth. Darla has previously held positions at Falcon Financial, Cetera Advisors LLC, Lpl Financial LLC, Collaborative Wealth, Lpl Financial, LLC, and Ww (Weight Watchers). Darla has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Darla is part of Collaborative Wealth, which operates out of Gainesville, Florida. The firm has 3 offices and 12 employees. The firm manages assets totaling $463.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Collaborative Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Collaborative Wealth Brokerage Details
$463,643,037
12
1,638
$283,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Darla Greer Work History
Lpl Financial, LLC
Collaborative Wealth
Ww (Weight Watchers)
Lpl Financial LLC
Collaborative Wealth
Cetera Advisors LLC
Falcon Financial
Disclosures
Please visit the SEC profile of Darla Greer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collaborative Wealth
Gainesville, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Stuart, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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