George Greer
George Greer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Macon, GA, with 4 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
5400 Riverside Drive, Suite 201, Macon, GA, 31210
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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 Activities
George is involved in several outside business activities, including serving as a director for multiple organizations such as the Central Georgia Joint Development Authority and the Ocmulgee National Park and Preserve Initiative. He also plays lead guitar in a semi-professional cover band and is a member of the Middle Georgia Regional Commission, dedicating minimal time to each activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations32 states
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