Unclaimed Profile

Richard M Greer

RPG INVESTMENT ADVISORY, LLC·PLEASANTON, California

Clean recordRPG INVESTMENT ADVISORY, LLC

6600 KOLL CENTER PKWY., PLEASANTON, CA 94566CRD# 4489819Firm CRD# 172173

Profile Verification

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

Identity

Richard M Greer · PLEASANTON, CA

Registration

CRD #4489819 · RPG INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard M Greer is a registered financial advisor based in PLEASANTON, California, affiliated with RPG INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RPG INVESTMENT ADVISORY, LLC

AUM

$705M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RPG INVESTMENT ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4489819

Firm CRD# 172173

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard M Greer offer?

Richard M Greer specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.

What are Richard M Greer's credentials?

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

Where is Richard M Greer located?

Richard M Greer is based in PLEASANTON, California, working with RPG INVESTMENT ADVISORY, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Richard M Greer charge for services?

Richard M Greer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPG INVESTMENT ADVISORY, LLC?

RPG INVESTMENT ADVISORY, LLC has approximately 9 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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