GA
GA

Glen Archer

31 Years of Experience
Cornelius, NC
Broker

Glen Archer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cornelius, NC, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

18141 West Catawba Avenue, Cornelius, NC, 28031

Get directions

History

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 →
Other Business Activities

Glen is an owner of ArcherWealthGroup, a support company, since 2010. He spends minimal time on this activity, which involves passing through profits.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2002 - May 2009 · 7 yrs
Citigroup Global Markets INC.Broker
April 2002 - May 2009 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1998 - April 2002 · 4 yrs 2 mos
Southeast Investments N.a., INC.Broker
September 1997 - February 1998 · 5 mos
Corporate Securities Group, INC.Broker
January 1997 - September 1997 · 8 mos
Robert Thomas Securities, INCBroker
June 1996 - December 1996 · 6 mos
Dickinson & CO.Broker
August 1994 - June 1996 · 1 yr 10 mos
F.N. Wolf & CO., INC.Broker
July 1994 - April 1996 · 1 yr 9 mos
State Registrations13 states
AZCACODCFLLAMTNCNYSCTNTXVA
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.
Glen Archer - Financial Advisor | TrueAdvisor