Bradley Greer is a CFP-designated registered investment advisor, based in Boone, NC, with 20 years of industry experience.
Location
980 Highway 105, Boone, NC, 28607
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Regulatory History
Clean regulatory record
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.
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Bradley is an Investment Advisor Representative (IAR) at Allen Wealth Management since 2021. This activity takes about half of Bradley's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Allen Wealth Management, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2021 - November 2021 · 1 mo
Sapere Wealth Management, LLC
December 2005 - November 2021 · 15 yrs 11 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.