Max Weldon Greer Jr
Professional Summary
Max Weldon Greer JR, who also goes by Max W Greer Jr, was a registered financial advisor. Max was a previously registered financial professional and started their career in finance 1981 - 2011. Max had worked at 6 firms and has passed the Series 63, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Max W Greer Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
AFAS CORP. | VFAS CORP. | TFAS CORP. | NYFAS CORP. | MSTFAS | MFAS CORP. | FAS CORP. | FAS CORP DOING BUSINESS AS FAS CORP., A KANSAS CORPORATION
Contact Information
Main Address
4747 West 135th Street, Suite 100, Leawood, KS 66224Mailing Address
4747 W 135 Street, Suite 100, Leawood, KS 66224Phone Number
(913) 239-2300Established
Kansas since 06/18/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | STOCKHOLDER | — |
| JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 | STOCKHOLDER | — |
| JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 | STOCKHOLDER | — |
| AMEY, KEVIN PATRICK FISHER | STOCKHOLDER | 5611985 |
| JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | STOCKHOLDER | — |
| MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 | STOCKHOLDER | — |
| O'GRADY, JORDAN MICHAEL | STOCKHOLDER | 6091943 |
| BARNES, ANNA | TRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | 4722952 |
| BARNES, JACOB S | TRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | 6079812 |
| DUSSOLD, JAMES GERARD | PRESIDENT, TREASURER, DIRECTOR, GRANTOR, TRUSTEE OF THE JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 | 1380347 |
| GLENN, JACQUELYN ELAYNE | CHIEF COMPLIANCE OFFICER | 2260863 |
| HARRISON, ANDREA | TRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | 8217983 |
| HARRISON, JASON ALLEN-PECHAR | TRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | 4546173 |
| HORTON, BARNABAS D JR | TRUSTEE OF THE MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 | — |
| HORTON, MICHELLE | TRUSTEE AND GRANTOR OF MICHELLE HORTON LIVING TRUST | 7092037 |
| KRSTIC, MEGAN ASHLEY | AML OFFICER | — |
| MEIER, JOHN ALAN | EXECUTIVE VICE PRESIDENT, SECRETARY | 2869160 |
| MEIER, JOHN T | GRANTOR AND TRUSTEE OF THE JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 | — |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Nov 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1981About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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