Whitney Greer is a registered investment advisor, based in Lexington, KY, with 11 years of industry experience.
Location
1721 Nicholasville Rd, Lexington, KY, 40503
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Whitney manages rental properties and is a director and committee member of Cumberland Valley Financial Corporation. She is also a partner in Elmo Greer Capital LLC, and an owner of Sunset Rental LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Cetera Investment Advisers LLC
October 2014 - January 2025 · 10 yrs 3 mos
Cetera Investment Services LLCBroker
September 2014 - January 2025 · 10 yrs 4 mos
State Registrations7 states
FLGAINKYNCNYTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.