linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Greer Allen Ducker

Kingsview Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Greer? Claim Your Profile

About Greer Allen Ducker

Greer Allen Ducker is a registered investment advisor representative. Greer has been in the financial services industry since 1999. Currently, Greer is employed by Kingsview Wealth Management, LLC and is registered with the state of North Carolina. In the past, Greer has also been employed by Edward Jones. Greer has been registered with the state of North Carolina since April 5, 2024. Greer offers a variety of investment advisory services, including financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.

Firm Information

Greer Ducker is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Greer Ducker’s Registration & Firm History

NC

04/29/2024 - Present

Kingsview Wealth Management, LLC (Greensboro NC)

NC

12/08/1999 - 04/08/2024

EDWARD JONES (GREENSBORO NC)

Not sure if Greer Allen Ducker is right for you?

Licenses & Designations

BOTH

Issued 01/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Greer Allen Ducker. Review regulatory record here.
Not sure if Greer Allen Ducker is right for you?