Timothy
Greer

Advisory Services Network

CRD#731658
Investment Advisor
in Brentwood, TN

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About this Advisor

Timothy Greer is a financial advisor based in Brentwood, Tennessee, working with Advisory Services Network. Timothy has previously held positions at Advisory Services Network, LLC, Triad Advisors, Inc, Ffi Alternatives, and Calton & Associates. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Tennessee, and Texas. Currently, Timothy is part of Advisory Services Network, which operates out of Brentwood, Tennessee. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 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, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Winners Circle North Suite 105
Brentwood, TN 37027-1064

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

TN Average: $3,570,121,308
Total Number of Employees

215

TN Average: 58
Total Number of Accounts

24,286

TN Average: 1,608
Average Account Size

$280,767

TN Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Timothy Greer Work History

2024 - Present (0 year)

Calton & Associates

2012 - Present (12 years)

Advisory Services Network, LLC

2012 - Present (12 years)

Triad Advisors, Inc

2012 - 2018 (6 years)

Ffi Alternatives

Disclosures

Please visit the SEC profile of Timothy 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 Advisory Services Network

David Eaton
Atlanta, GA
Kaleb Bridgemohan
Atlanta, GA
Brady Yohn
Souderton, PA
Michael Markowitz
Glenview, IL
Jack Bell
Atlanta, GA
Larry Harness
Sarasota, FL
Miao Zhu
Tampa, FL
Karli Allen
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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