Wellington Consulting Services Inc
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About this Advisor
Hal Greer is a financial advisor based in Chantilly, Virginia who has 6 years of industry experience. Greer is on the advisory team at Wellington Consulting Services Inc. Throughout their career, they have worked at Wellington Consulting Services, Inc and Home Buyer Connection. Greer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Wellington Consulting Services Inc is a financial advisory firm that has its headquarters in Chantilly, VA. The investment advisory business has a total of 14 financial advisors. It has $970 million in total assets between its 8,091 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 8,091 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Wellington Consulting Services Inc performs a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Wellington Consulting Services Inc typically consist of asset-based fees.
Certifications and Registrations
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Wellington Consulting Services Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Hal Greer Work History
Hal has been registered as a financial advisor for 6 years.*
Wellington Consulting Services, Inc
Home Buyer Connection
*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 Hal 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 Wellington Consulting Services Inc
Delray Beach, FL
Delray Beach, 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 email@example.com.
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