Unclaimed Profile

Lawrence Watkins Greer

GREER CAPITAL ADVISORS, LLC·BIRMINGHAM, Alabama

Series 65Clean record24 years registeredGREER CAPITAL ADVISORS, LLC

2200 WOODCREST PLACE, BIRMINGHAM, AL 35209CRD# 4326677Firm CRD# 122213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Watkins Greer · BIRMINGHAM, AL

Registration

CRD #4326677 · GREER CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREER CAPITAL ADVISORS, LLC

GREER CAPITAL ADVISORS, LLC

Jan 2019 – Dec 2024

MOUNTAIN BROOK, AL

GREER CAPITAL ADVISORS, LLC

May 2002 – Dec 2018

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREER CAPITAL ADVISORS, LLC

CRD 122213 · SEC 801-68137

AUM

$60M

Regulatory assets under management

Employees

3 client accounts

Services offered by GREER CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at GREER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Watkins Greer offer?

Lawrence Watkins Greer specializes in Investment Management, Retirement Planning, Wealth Management.

What are Lawrence Watkins Greer's credentials?

Lawrence Watkins Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Watkins Greer located?

Lawrence Watkins Greer is based in BIRMINGHAM, Alabama, last registered with GREER CAPITAL ADVISORS, LLC.

How does Lawrence Watkins Greer charge for services?

Lawrence Watkins Greer's firm is compensated through percentage of aum, other: fee-based consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREER CAPITAL ADVISORS, LLC?

GREER CAPITAL ADVISORS, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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