TrueAdvisor
TrueAdvisor
GT
CFA
GT
CFA

Gregory Miller Towner

The Fiduciary Alliance
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
The Fiduciary Alliance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

Location

135 S Main St, Suite 600, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Fiduciary Alliance
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Lakeview Capital Partners, LLC
December 2014 - October 2016 · 1 yr 10 mos
Bb&t Asset Management, INC.
July 2007 - October 2010 · 3 yrs 3 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.