Philip Milton Greer

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 12/2016
  Wells Fargo Advisors Llc
  Jacksonville, FL
• 12/2016 → Present
  Raymond James & Associates
  Ponte Vedra Beach, FL

Previous Registrations

• 2003-07-01 → 2016-12-05
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2002-01-04 → 2003-07-01
  Prudential Equity Group, Llc
  Jacksonville, FL

Other Businesses

(1) HERO--Health Education to Reduce Obes Address: 220 Clearwater Dr., Ponte Vedra Beach, FL Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: No Start Date: 01/02/2017 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0 Description of duties: Board member--meet to discuss and implement ways to educate the less affluent on how to live a healthier lifestyle. (2) Name of Business: Davis IRA Address: 304 Keeler's Court , Ponte Vedra Beach, FL, 32082, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 06/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee on my uncle's (client William Davis) irrevocable life insurance policy

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-24
• S63 Uniform Securities Agent State Law Examination
  1998-11-13

Other Names

• Phil Greer
• Phillip Greer