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Timothy Wayne Greer

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

Brentwod, TNCRD #731658Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
States Registered
23 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 23 states
AlabamaArkansasCaliforniaFloridaGeorgiaIllinoisIndianaKansasKentuckyLouisianaMichiganMississippiMissouriNevadaNorth CarolinaOhioOregonSouth CarolinaTennesseeTexasUtahVirginiaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/18/1981
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 7/31/2012
Series 7
General Securities Representative Examination
Passed 7/17/1982
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/15/1981
Series 30
NFA Branch Manager Examination
Passed 2/9/2016
Series 24
General Securities Principal Examination
Passed 8/21/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVISORY SERVICES NETWORKCurrent
7/2/2012Brentwod, TN
FSC SECURITIES CORPORATION
10/5/19947/5/2012Brentwood, TN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Wayne Greer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Timothy Wayne Greer - Financial Advisor in Brentwod, TN | AdvisorFinder