Greer Lillian Chrisman
Professional Summary
Greer Lillian Chrisman is a registered financial advisor currently at CASH APP INVESTING LLC located in Oakland, California. Greer is registered as a RR (Registered Representative) and started their career in finance in 2025. Greer has worked at 1 firm and has passed the SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Current Firm
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1955 Broadway Suite 210, Portland, OR 97214Mailing Address
1955 Broadway Suite 600, Oakland, CA 94612Phone Number
(855) 998-1788Established
Delaware since 02/22/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
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.
SRO Registrations
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
CRS (Client Relationship Summary) - BD
Click below to view Greer Lillian Chrisman's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
OCCIDENTAL ASSET MANAGEMENT, LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
