Bradley Mcdonald Greer
Investment adviser representative at Allen Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$664.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Raymond James Financial Services, Inc.Aug 2022 to now
- Allen Wealth Management, LLCSep 2021 to now
- Sapere Wealth Management, LLCJun 2005 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Allen Wealth Management, LLC
$664.3MAssets managed
1,108Clients
4Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5072567
- Firm CRD
- 133038