Daniel L. Greer

KESTRA ADVISORY SERVICES

Fairview, TN

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CRD#: 4185363

Professional summary

Daniel Lee Greer, who also goes by Lee Greer, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fairview, Tennessee and KESTRA INVESTMENT SERVICES, LLC located in Fairview, Tennessee.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 55, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Greer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LEE GREER WEALTH MANAGEMENT POSITION: Owner, Wealth Management Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 09/13/2021 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Engage clients to understand their unique situation, develop plan to address their wants & needs, recommend investment and/or insurance based strategies for execution. 2. KESTRA ADVISORY SERVICES, LLC POSITION: Owner, Wealth Management Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/14/2021 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Provide financial advice, recommend investment strategies. 3. DANIEL LEE GREER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2021 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Service in-force fixed annuity contracts for clients. 4. DANIEL LEE GREER POSITION: Co-owner with sister, Nickie D Greer NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2017 ADDRESS: 7208 Glenwood Dr, Fairview TN 37062, United States DESCRIPTION: Property management company finds/communicates with tenants, handles all daily activities. Only involved to approve tenants or repair expenditures.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee Greer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 13, 2021 - Present

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Fairview, TN

Current

September 13, 2021 - Present

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Fairview, TN

Past

June 28, 2013 - August 11, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

ANTIOCH, TN

Past

June 28, 2013 - August 11, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

ANTIOCH, TN

Past

February 13, 2013 - July 3, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

NASHVILLE, TN

Past

February 13, 2013 - July 3, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

NASHVILLE, TN

Past

February 13, 2007 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

NASHVILLE, TN

Past

February 13, 2007 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

NASHVILLE, TN

Past

June 8, 2006 - February 13, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

MEMPHIS, TN

Past

June 8, 2006 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

SMITHVILLE, TN

Past

June 15, 2005 - June 7, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

NASHVILLE, TN

Past

April 21, 2005 - June 7, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

NASHVILLE, TN

Past

December 22, 2000 - September 8, 2004

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Past

August 14, 2000 - October 2, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

May 12, 2000 - August 14, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/1/2023)

Iowa
(5/19/2023)

Tennessee
(9/20/2021)

IAR

Tennessee
(9/21/2021)

IAR

Texas
(9/13/2021)

Texas
(9/30/2021)

Utah
(2/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/12/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 55

Date: 3/30/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 5/10/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/6/2003

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/7/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel L. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PFIC SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2004

Series 63

Date: 12/30/2000

SIE

Date: 10/1/2018

Series 31

Date: 5/12/2005

Series 55

Date: 3/30/2001

Series 7

Date: 5/10/2000

Series 4

Date: 10/6/2003

Series 24

Date: 5/7/2002

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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