Allen Wealth Management, LLC

Investment Advisor
in Boone, NC

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About this Advisor

Bradley Greer is a certified financial planner who works in Boone, North Carolina with a total of 2 years of industry experience. Greer is an advisor for Allen Wealth Management, LLC. Over the course of their career, they have held roles at Allen Wealth Management, LLC, Raymond James Financial Services, Inc and Sapere Wealth Management, LLC. Greer has a Series 65 license, designating them as an investment advisor representative, and can serve investors in North Carolina. Allen Wealth Management, LLC is an advisory firm based in Boone, NC. It oversees $382 million in total assets among its 1,808 accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to 10 charities and foundations. Of its 1,808 client accounts, just 13% belong to high-net-worth individuals who have at least $1 million in investable assets. Allen Wealth Management, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Allen Wealth Management, LLC can include asset-based and hourly fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

980 Highway 105
Boone, NC 28607

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Allen Wealth Management, LLC Brokerage Details

Total Assets Under Management


NC Average: $3,625,019,099
Total Number of Employees


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bradley Greer Work History

Bradley has been registered as a financial advisor for 2 years.*

2022 - Present (1 year)

Raymond James Financial Services, Inc

2021 - Present (2 years)

Allen Wealth Management, LLC

2005 - 2021 (16 years)

Sapere Wealth Management, LLC

*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.


Please visit the SEC profile of Bradley 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 Allen Wealth Management, LLC

Bradley Greer
Boone, NC
Jonathan Allen
Boone, NC
Eric Franklin
Boone, NC

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

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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.

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