Daniel
Greer
Kestra Advisory Services, LLC
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About this Advisor
Daniel Greer is a financial advisor based in Fairview, Tennessee, working with Kestra Advisory Services, LLC. Daniel has previously held positions at U.S. Bancorp Investments, Inc, Kestra Advisory Services, and Kestra Investment Services LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Daniel is part of Kestra Advisory Services, LLC, which operates out of Fairview, Tennessee. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Kestra Advisory Services
Kestra Investment Services LLC
U.S. Bancorp Investments, Inc
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
Mckinney, TX
Pittsburgh, PA
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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