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Lawrence Watkins Greer

GREER CAPITAL ADVISORS, LLC·BIRMINGHAM, Alabama
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2200 WOODCREST PLACE, BIRMINGHAM, AL 35209CRD# 4326677Firm CRD# 122213
01

About

Lawrence Watkins Greer is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with GREER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GREER CAPITAL ADVISORS, LLC
GREER CAPITAL ADVISORS, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GREER CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FEE-BASED CONSULTING
Regulatory
SEC/IARD CRD# 4326677
Firm CRD# 122213
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in BIRMINGHAM, Alabama for a consultation.
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, working with GREER CAPITAL ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
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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Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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