Darla Greer is a registered investment advisor at Collaborative Wealth, based in Gainesville, FL, with 40 years of industry experience. Darla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
4915 NW 43rd Street, Gainesville, FL, 32606
Get directionsHistory
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
Darla operates Collaborative Wealth Management as a DBA for her LPL business since May 2020. She also provides administrative support to Collaborative Wealth, an independent investment advisor firm, dedicating about half her time to this activity.
Employment History
Current Registrations
Collaborative Wealth
LPL Financial LLCBroker
Previous Registrations
Collaborative Wealth
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Painewebber IncorporatedBroker
Ifg Network Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Griffin Financial ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Planners Equity CorporationBroker
Dean Witter Reynolds INC.Broker
Dean Witter Reynolds INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations2 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.