Teri Glaspy
Teri Glaspy is a registered investment advisor at Osaic Wealth, INC., based in Roseville, CA, with 14 years of industry experience. Teri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1198 Melody Lane, Ste. 110, Roseville, CA, 95678
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Teri is a partner/registered rep at Vector Wealth Management Inc and an investment advisor rep at Securities America Advisors, dedicating full-time hours to each. Teri also works with NISSI Insurance Services and Vector Wealth Management Inc selling insurance products, spending about 10-20% of her time and a few hours per week, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Safeco Securities, INC.Broker
State Registrations12 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.