Brian Gleason
Brian Gleason is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
30 S George St, York, PA, 17401
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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
Brian supervises life insurance sales and service at Specific Solutions. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Invesmart Advisors INC
Invesmart Securities, LLCBroker
PNC Investments
PNC InvestmentsBroker
Underwriters Equity CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lockwood Financial Services, INC.Broker
First Union Brokerage Services, INC.Broker
Planco Financial Services, INC.Broker
State Registrations49 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.