Tanner Wayne Greer
Investment adviser representative at Hickory Wealth Management, LLC
10 yearsExperience
3 statesRegistered in
$126.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Hickory Wealth Management, LLCNov 2018 to now
- Woodbury Financial Services IncJul 2017 to Nov 2018
- Independent Financial PartnersFeb 2017 to Jun 2017
- LPL Financial, LLCMay 2016 to Jun 2017
- Resources Investment Advisors Inc.May 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (AR, MO, TX).
Hickory Wealth Management, LLC
$126.5MAssets managed
209Clients
2Advisers
1 yearIn 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
- 6634712
- Firm CRD
- 298475