Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greer? Claim Your ProfileGreer Tyler Smith is a financial advisor registered with Brighton Jones LLC. Greer has been in the industry since 1998 and has held previous roles at CHARLES SCHWAB & CO., INC. and H&R BLOCK FINANCIAL ADVISORS, INC. Greer is licensed to provide financial advice in Washington and Texas. Greer specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
01/09/2012 - Present
Brighton Jones LLC (SEATTLE WA)
WA
08/07/2001 - 01/10/2012
CHARLES SCHWAB & CO., INC. (REDMOND WA)
MI
08/24/1998 - 07/03/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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