Timothy Greer
Timothy Greer is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Brentwod, TN, with 45 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
100 Winners Circle North, Suite 105, Brentwod, TN, 37027-1064
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Timothy is an insurance agent helping clients buy adequate coverage, dedicating a few hours per week to this activity. He also works nearly full-time as a registered investment advisor with Advisory Services Network, LLC.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Advisory Services Network
Previous Registrations
Triad Advisors LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Jacques-Miller Investment CompanyBroker
Pml Securities CompanyBroker
State Registrations23 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.