Gary Glover
Gary Glover is a registered investment advisor at Concorde Asset Management, LLC, based in Lawrenceville, GA, with 38 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
Lawrenceville, GA
Get directionsHistory
Regulatory History (7)
Judgment / Lien
May 2018Judgment / Lien
October 2016Customer Dispute
August 2015Judgment / Lien
September 2014Customer Dispute
November 2002Customer Dispute
August 2001Criminal
December 1981Other Business ActivitiesSells Insurance
Gary is the Managing Director of Glover Wealth Management, LLC, focusing on financial planning and retail brokerage, dedicating nearly full-time hours to this role. He is also an Investment Advisor Representative with Concorde Asset Management, LLC and an Insurance Agent with Concorde Insurance Agency, as well as a volunteer with Rotary International.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.