GREER CAPITAL ADVISORS, LLC

BIRMINGHAM, Alabama·3 registered advisors·CRD# 122213

SEC# 801-68137205-445-0800

01

Firm Overview

AUM

$60M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Other: FEE-BASED CONSULTING

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at GREER CAPITAL ADVISORS, LLC

3 registered advisors

Jennifer E. King

BIRMINGHAM, Alabama

Jr. Lawrence Greer

BIRMINGHAM, Alabama

Lawrence Watkins Greer

BIRMINGHAM, Alabama

05

Office Locations

BIRMINGHAM, Alabama

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Data sourced from SEC Form ADV filings. GREER CAPITAL ADVISORS, LLC (CRD# 122213) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.