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Glenn Person

41 Years of Experience
Greensboro, NC
Broker

Glenn Person is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

108 State Street, Suite 200, Greensboro, NC, 27408

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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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Other Business Activities

Glenn is an officer and president of Beacon Capital Advisors Inc. He manages all aspects of the branch, including assets, contracts, payroll, and HR functions, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Raymond James Financial Services
December 2001 - January 2009 · 7 yrs 1 mo
Robert Thomas Securities, INCBroker
August 1991 - January 1999 · 7 yrs 5 mos
Interstate/johnson Lane CorporationBroker
April 1984 - August 1991 · 7 yrs 4 mos
State Registrations21 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Glenn Person - Financial Advisor | TrueAdvisor