TG
Tiffany N. Greer
CETERA INVESTMENT ADVISERS
Dickson, TN 37055
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CRD#: 4872520
TG
Tiffany Nicole GreerCETERA INVESTMENT ADVISERS
Professional summary
Tiffany Nicole Greer, who also goes by Tiffany Nicole Bernard, Tiffany Nicole Greeer, Tiffany Nicole Ham, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dickson, Tennessee and CETERA WEALTH SERVICES, LLC located in Dickson, Tennessee.
Tiffany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Tiffany has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Aliases
Tiffany Nicole Bernard | Tiffany Nicole Greeer | Tiffany Nicole Ham
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) Mission 615, Inc.~318 East College Street, Ste 306~Dickson~TN~37055~Nonprofit~Secretary~11/1/2015~5hrs~0hrs~Board member of a local not for profit. Attend meetings, keep minutes of meetings, and do quarterly solicitation reports. 2) JIm R Dudham, CPA~171 B Belle Forest Circle~Nashville~TN~37221~Tax Preparation/Accounting~Accountant/Bookkeeper~9/8/2004~40hrs~40hrs~Taxes, Bookkeeping, Audits 3) Anchor Financial Group, LLC~171-B Belle Forest Circle~Nashville~TN~37221~Accounting~Accountant/Bookkeeper~12/1/2015~40hrs~40hrs~Partner 4) ANCHOR HOLDING GROUP, LLC POSITION: Partner NATURE: Own a building where our firm is located that the accounting firm rents. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020; ADDRESS: 112 South Main Street, Dickson TN 37055, United States DESCRIPTION: Record payments for rental income Pay taxes and other expenses for the rental Maintain the property 5) RAMSEY PRO POSITION: Tax Pro NATURE: Dave Ramsey has me listed as a Tax Pro in my region. He sends me tax referrals through his tax referral program INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 112 South Main Street, House, Dickson TN 37055, United States DESCRIPTION: Provide Tax advice according to clients that meet a certain criteria.
CRS (Client Relationship Summary) - RIA
Click below to view Tiffany Nicole Greer's 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®
NoneExperience
Current
June 17, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 112 South Main Street, Dickson, TN 37055Office #2: 171 Belle Forest Circle Ste B, Nashville, TN 37221RIA
CRD#: 105644
Dickson, TN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 112 South Main Street, Dickson, TN 37055Office #2: 171 Belle Forest Circle Ste B, Nashville, TN 37221BD
CRD#: 13572
Dickson, TN
Past
November 1, 2004 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NASHVILLE, TN
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Tennessee(9/5/2025)
IAR
Tennessee(6/17/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
