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GREERWALKER WEALTH LLC
GREERWALKER WEALTH LLC
CHARLOTTE, North Carolina
·
16 registered advisors
·
CRD# 118154
SEC# 801-61246
1
704.377.0239
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
16
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GREERWALKER WEALTH LLC
16 registered advisors
Anthony Lloyd Smith
CHARLOTTE, North Carolina
CRD# 5907051
Barry Todd Leasure
CHARLOTTE, North Carolina
CRD# 4545026
Bradley S. Loman
CHARLOTTE, North Carolina
CRD# 7244987
Brian Hugh Smith
CHARLOTTE, North Carolina
CRD# 2123683
Charles Thomas Greer
CHARLOTTE, North Carolina
CRD# 4484080
David Dreyfuss Jones
CHARLOTTE, North Carolina
CRD# 6468710
Donna Lee Rasile
CHARLOTTE, North Carolina
CRD# 1084199
Dorothy Sloan Coffey
CHARLOTTE, North Carolina
CRD# 7244986
James Eric Hutchby
CHARLOTTE, North Carolina
CRD# 2573815
John Mark Norman
CHARLOTTE, North Carolina
CRD# 4545030
Jonathan Harold Mangels
CHARLOTTE, North Carolina
CRD# 5907042
Jonathan Michael Mclester
CHARLOTTE, North Carolina
CRD# 6308891
Kevin Paul Walker
CHARLOTTE, North Carolina
CRD# 4484090
Michael A. Mcnamara
CHARLOTTE, North Carolina
CRD# 4650291
Peter Madison Walton
CHARLOTTE, North Carolina
CRD# 5734995
Sandi Ozment Thorman
CHARLOTTE, North Carolina
CRD# 5907050
05
Office Locations
CHARLOTTE, North Carolina
16 advisors
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Data sourced from SEC Form ADV filings. GREERWALKER WEALTH LLC (CRD# 118154) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.