Roy
Greer

Kestra Advisory Services, LLC

CRD#2142629
Investment Advisor
in Oak Ridge, NC

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About this Advisor

Roy Greer is a certified financial planner operating in Oak Ridge, North Carolina with a total of 7 years of relevant experience. Greer is on the advisory team at Kestra Advisory Services, LLC. During their career, Greer has held roles at Invest Financial Corporation, Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Greer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Kestra Advisory Services, LLC is a registered investment firm operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It has $42 billion in assets across its 140,407 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1427 Nc Hwy 68 North Suite C
Oak Ridge, NC 27310

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

NC Average: $3,042,739,679
Total Number of Employees

1,311

NC Average: 49
Total Number of Accounts

140,407

NC Average: 2,315
Average Account Size

$297,671

NC Average: $1,314,358

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

Roy Greer Work History

Roy has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2015 - Present (9 years)

Kestra Investment Services, LLC

2007 - Present (17 years)

Invest Financial Corporation

2015 - 2016 (1 year)

Nfp Securities, Inc

*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 Roy 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 Kestra Advisory Services, LLC

Brian Waiz
New Albany, IN
Timothy Good
Clarkston, MI
Jessica Thompson
Lincoln, NE
Jennifer Nelson
Austin, TX
William Tison
Tampa, FL
Elizabeth Haynes
Austin, TX
Michael Csedrik
Paramus, NJ
Stanton Wheeler
Saint Augustine, FL

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.

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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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