Roy Greer
Roy Greer is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Greensboro, NC, with 35 years of industry experience. Roy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
328 East Market St., Suite 110, Greensboro, NC, 27401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roy owns Gate City Advisors (investment advisory), Gate City Insurance (selling fixed annuities and life insurance), and Gate City Property Group (real estate). He also works as an Investment Advisor Representative for Kestra Advisory Services, LLC and as a registered rep through Kestra Investment Services, dedicating full-time hours to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
Suntrust Securities, INC.Broker
Suntrust Securities, INC.
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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