Daniel Greer
Daniel Greer is a registered investment advisor at Kestra Advisory Services, LLC, based in Fairview, TN, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Fairview, TN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2021Other Business ActivitiesSells Insurance
Daniel is the owner and wealth management advisor at Lee Greer Wealth Management and Kestra Advisory Services, spending nearly full-time on these activities. He also services fixed annuity contracts and co-owns a real estate property management company, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Services, INC.Broker
Amsouth Investment Management Company LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pfic Securities CorporationBroker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations5 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.