Greer
Smith
Brighton Jones LLC
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About this Advisor
Greer Smith is a financial advisor based in Seattle, Washington, working with Brighton Jones LLC. Greer has previously held a position at Brighton Jones, LLC. Greer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Greer is part of Brighton Jones LLC, which operates out of Seattle, Washington. The firm has 18 offices and 241 employees. The firm manages assets totaling $12.5 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brighton Jones LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brighton Jones LLC Brokerage Details
$12,488,348,504
241
2,978
$4,193,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Greer Smith Work History
Brighton Jones, LLC
Disclosures
Please visit the SEC profile of Greer Smith 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 Brighton Jones LLC
Dallas, TX
Seattle, WA
Scottsdale, AZ
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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