Timothy Greer
Timothy Greer is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Brentwod, TN, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 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
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
100 Winners Circle North, Suite 105, Brentwod, TN, 37027-1064
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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.