Thomas Greer
Thomas Greer is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1700 West Big Beaver Rd., Suite 225, Troy, MI, 48084
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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
Thomas is an elder at Heritage Church of Macomb, spending a few hours per week supporting the pastoral staff. He also assists his wife with her Pampered Chef direct sales business, and owns Victory Wealth Group, where he offers securities, insurance, planning, and advisory services, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
The Huntington Investment CompanyBroker
Signator Investors, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations10 states
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