Christopher Gleason
Christopher Gleason is a registered investment advisor at Independent Financial Group, LLC, based in Sarasota, FL, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Sarasota, FL
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Regulatory History (1)
Regulatory
January 2021Other Business ActivitiesSells Insurance
Christopher works as an insurance agent, dedicating minimal time to this activity. He also uses "Gleason Financial" as a DBA name for marketing purposes, which takes up nearly all of his time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Bts Asset Management, INC.
Main Street Management Company
Main Street Management CompanyBroker
MML Investors Services, INC.Broker
State Registrations19 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.