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Michael A Greer

Rise Wealth Partners LLC

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About Michael A Greer

Michael Greer is a financial advisor with over 17 years of experience. Michael is currently registered with Rise Wealth Partners LLC. In addition to his role as an investment advisor, Michael is also a business owner and real estate investor. Michael is committed to providing personalized financial advice to individuals, families, and small businesses.

Firm Information

Michael Greer is currently registered with Rise Wealth Partners LLC. Rise Wealth Partners LLC is an investment advisor based in [Main Office Location]. They manage approximately $53.7 million in assets for 474 clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals. Their clientele includes insurance companies, individuals, and high net worth individuals.

$53.72M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Michael Greer’s Registration & Firm History

VA

10/12/2023 - Present

Rise Wealth Partners LLC (MECHANICSVILLE VA)

VA

10/27/2015 - 09/20/2016

J.W. COLE FINANCIAL, INC. (Mechanicsville VA)

VA

03/06/2014 - 01/22/2015

FSC SECURITIES CORPORATION (MECHANICSVILLE VA)

VA

11/12/2013 - 02/24/2014

SECURITIES AMERICA, INC. (MECHANICSVILLE VA)

VA

09/15/2011 - 11/18/2013

FSC SECURITIES CORPORATION (MECHANICSVILLE VA)

VA

12/16/2009 - 09/26/2011

LPL FINANCIAL LLC (MECHANICSVILLE VA)

VA

03/14/2006 - 12/21/2009

EDWARD JONES (MECHANICSVILLE VA)

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Licenses & Designations

BOTH

Issued 03/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Michael A Greer. Review regulatory record here.
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