Richard Glaser
Richard Glaser is a registered investment advisor at Voya Financial Advisors, INC., based in Corpus Christi, TX, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
13330 Leopard Ste 27, Corpus Christi, TX, 78410
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Richard owns Glaser Financial Services, providing insurance and financial services, dedicating full-time hours to it. He is also an independent insurance agent selling fixed insurance, also dedicating full-time hours. Additionally, Richard owns The Whitetail Hunting Lodge, spending minimal time on it, and works as a notary, also spending minimal time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Systematized Benefits Administrators, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
The Variable Annuity Marketing CompanyBroker
State Registrations20 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.