Joel Glasco is a registered investment advisor at &partners, based in Charlotte, NC, with 42 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1997Other Business Activities
Joel serves as an arbitrator for FINRA in New York, starting in 2004. This requires minimal time each month, outside of trading hours.
Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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