Unclaimed Profile

Max Weldon Greer

FINANCIAL ADVISORY SERVICE INC·LEAWOOD, Kansas

Series 6, Series 22, Series 63Clean record39 years registeredFINANCIAL ADVISORY SERVICE INC

4747 WEST 135TH STREET, LEAWOOD, KS 66224CRD# 727033Firm CRD# 109796

Profile Verification

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

Identity

Max Weldon Greer · LEAWOOD, KS

Registration

CRD #727033 · FINANCIAL ADVISORY SERVICE INC · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ADVISORY SERVICE INC

FINANCIAL ADVISORY SERVICE INC

Jun 1987 – Nov 2019

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · June 23, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAS WEALTH PARTNERS, INC.

CRD 109796 · SEC 801-19282

AUM

$2.6B

Regulatory assets under management

Employees

4,494 client accounts

Services offered by FAS WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FAS WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Max Weldon Greer offer?

Max Weldon Greer specializes in Financial Planning, Investment Management, Wealth Management.

What are Max Weldon Greer's credentials?

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

Where is Max Weldon Greer located?

Max Weldon Greer is based in LEAWOOD, Kansas, last registered with FINANCIAL ADVISORY SERVICE INC.

How does Max Weldon Greer charge for services?

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

How large is FINANCIAL ADVISORY SERVICE INC?

FINANCIAL ADVISORY SERVICE INC has approximately 28 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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