Daniel
Greer

Kestra Advisory Services, LLC

CRD#4185363
Investment Advisor
in Fairview, TN

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About this Advisor

Daniel Greer is a financial advisor operating in Fairview, Tennessee with 2 years of relevant experience. Greer is on the advisory team at Kestra Advisory Services, LLC. During their career, the advisor has held roles at Raymond James & Associates, Inc, U.S. Bancorp Investments, Inc, Kestra Investment Services LLC and Kestra Advisory Services. Greer holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee and Texas. Kestra Advisory Services, LLC is a company that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets under management between its 140,407 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Kestra Advisory Services, LLC performs 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 fees typically are based on which service is provided. However, fee types billed by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Fairview, TN

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TN Average: 49
Total Number of Accounts

140,407

TN Average: 2,315
Average Account Size

$297,671

TN 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

Daniel Greer Work History

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

2021 - Present (3 years)

Kestra Investment Services LLC

2021 - Present (3 years)

Kestra Advisory Services

2013 - 2013 (< 1 year)

Raymond James & Associates, Inc

2013 - 2021 (8 years)

U.S. Bancorp Investments, 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 Daniel 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

Gary Ryberg
Austin, TX
Paisley Jones
Austin, TX
Jessica Thompson
Lincoln, NE
Eric Crawford
Austin, TX
Eloisa Vela
Austin, TX
Garrett Frey
Pittsburgh, PA
Jacob Rinvelt
Grand Rapids, MI
Marissa Griebel
Austin, TX

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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