William Greer
William Greer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Macon, GA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
5400 Riverside Drive, Suite 201, Macon, GA, 31210
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2012Customer Dispute
September 2002Other Business Activities
William owns real estate through MKI Properties since 2013, handling utilities and bills. This investment-related activity takes minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
Gna Securities, INC.Broker
State Registrations38 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.