James Greer is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 14 years of industry experience.
Location
14321 Noth Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Vanguard Marketing CorporationBroker
June 2025 - Present · 11 mos
Vanguard Advisers, INC.
June 2025 - Present · 11 mos
Vanguard Marketing Corporation
June 2025 - Present · 11 mos
Previous Registrations
Mercer Global Advisors INC.
March 2024 - May 2025 · 1 yr 2 mos
Vanguard Advisers, INC.
June 2016 - March 2024 · 7 yrs 9 mos
Vanguard Marketing CorporationBroker
June 2011 - March 2024 · 12 yrs 9 mos
State Registrations2 states
AZTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.