Gregory Glosser
Gregory Glosser is a registered investment advisor at RBC Capital Markets, LLC, based in Dallas, TX, with 41 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
100 Crescent Court, Suite 1500, Dallas, TX, 75201-1871
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2009Customer Dispute
November 2002Customer Dispute
April 1993Other Business Activities
Gregory is a general partner of a family partnership, serves on the board of directors for a global proclamation ministry, is a partner in an LLC to share flight hours, is a member of a homeowners association board, and serves on the Trinity Christian Academy Foundation Board. These activities require minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Smith Barney Shearson INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Rotan Mosle INC.Broker
State Registrations44 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.