Richard
Greer

Spc

CRD#7012999
Investment Advisor
in Marquette, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Greer is a financial advisor who works in Marquette, Michigan with 1 year of industry experience. Greer is currently employed by Spc. Over the course of their career, they have held roles at Range Bank, State Farm, Border Grill, Northern Michigan University, Infinex Investments, Inc, Sigma Financial Corporation and Spc. Greer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Florida, Indiana, Iowa, Kentucky, Louisiana, Michigan, Minnesota, Nebraska, North Dakota, Ohio, Pennsylvania, Texas, Utah, Virginia, West Virginia and Wisconsin. Spc is a financial advisory business that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 financial advisors. It oversees $6 billion in assets under management among its 34,594 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 34,594 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Spc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Spc may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Marquette, MI

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Greer Work History

Richard has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sigma Financial Corporation

2022 - Present (2 years)

Spc

2018 - 2022 (4 years)

Range Bank

2018 - 2022 (4 years)

Infinex Investments, Inc

2016 - 2018 (2 years)

State Farm

2015 - 2016 (1 year)

Border Grill

2012 - 2015 (3 years)

Northern Michigan University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard 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 Spc

Richard Colleoni
Mansfield, TX
Robert Wojcik
Madison, MS
Edward Murray
Ann Arbor, MI
Kevin Howard
Novi, MI
Jeremy Fortin
Englewood, CO
Kyle Aschliman
Fort Wayne, IN
Ching Po Wang
Troy, MI
Craig Johnson
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started