Glen Amason is a CFP-designated registered investment advisor, based in Plano, TX, with 29 years of industry experience.
Location
7900 Windrose Ave, Plano, TX, 75024
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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.
Learn about disclosures →Employment History
Current Registrations
Vanguard Marketing Corporation
December 2025 - Present · 5 mos
Vanguard Advisers, INC.
December 2025 - Present · 5 mos
Vanguard Marketing CorporationBroker
December 2025 - Present · 5 mos
Previous Registrations
Generational Wealth Advisors
April 2024 - December 2025 · 1 yr 8 mos
Fidelity Personal and Workplace Advisors
February 2020 - April 2024 · 4 yrs 2 mos
Fidelity Brokerage Services LLCBroker
January 2020 - April 2024 · 4 yrs 3 mos
Kestra Advisory Services, LLC
May 2018 - January 2020 · 1 yr 8 mos
Kestra Investment Services, LLCBroker
May 2018 - January 2020 · 1 yr 8 mos
Fisher Investments
September 2017 - February 2018 · 5 mos
Capital One Advisors, LLC
January 2017 - August 2017 · 7 mos
Capital One Investing, LLCBroker
November 2016 - August 2017 · 9 mos
Scottrade, INC.Broker
September 2013 - October 2016 · 3 yrs 1 mo
Strategic Advisers, INC.
January 2013 - September 2013 · 8 mos
Fidelity Brokerage Services LLCBroker
March 2012 - September 2013 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
May 2011 - October 2011 · 5 mos
Bb&t Investment Services, INC.
May 2011 - October 2011 · 5 mos
Dewaay Financial Network, LLCBroker
September 2010 - January 2011 · 4 mos
Dewaay Advisory
September 2010 - January 2011 · 4 mos
Securities Management & Research, INC.Broker
July 2010 - September 2010 · 2 mos
Cambridge Investment Research Advisors, INC.
September 2009 - June 2010 · 9 mos
Cambridge Investment Research, INC.Broker
September 2009 - June 2010 · 9 mos
Charles Schwab & CO., INC.
October 2007 - September 2009 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
August 2007 - September 2009 · 2 yrs 1 mo
Financial Network Investment CorporationBroker
April 2003 - July 2005 · 2 yrs 3 mos
Edward JonesBroker
June 1998 - February 2003 · 4 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
September 1996 - June 1998 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
February 1993 - September 1996 · 3 yrs 7 mos
State Registrations1 state
TX
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.