Derek Greer

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2014 → 01/2024
  Edward Jones
  St. Louis, MO
• 01/2024 → 01/2024
  Ameriprise Financial Services
  Irvine, CA
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Irvine, CA
• 01/2024 → Present
  Ameriprise Financial Services, Llc.
  Irvine, CA

Previous Registrations

• 2014-09-02 → 2024-01-17
  Edward Jones
  Dana Point, CA
  St Louis, MO
  Dana Point, CA
  San Clemente, CA

Other Businesses

Real Estate Ownership; Single Family; 43065 Goldmine Woods Lane, , Big Bear Lake, CA, 92315; Investment-Related; 11/04/2024.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-03

Other Names

• Derek Greer
• Derek Brandon Greer