Michael Greer
Michael Greer is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1950 N Park Pl SE Bldg 300, Atlanta, GA, 30339
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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
Michael operates under the DBA Nvestfit, LLC for his LPL business since 2022. He is also involved with Greer Financial Services as an insurance agency and for non-variable insurance since 2020, and works as a recruiter, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stone Bridge Asset Management, LLC
Advanced Strategies Broker Dealer LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.