Cheryl Greer (CRD# 2723964) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 27 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6876059
Prudential Financial Planning Services
CRD# 7032841
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Welllington Consulting Services, Inc. | Chantilly, VA | May 2004 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1996 |
S65 | NASAA Investment Advisors Law Examination | May 2001 |
- VA
-
Total Assets Under Management1,180MILLIONS
-
Total Number of Accounts8,396ACCOUNTS
-
Average Account Value$140,522
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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