Stephen Glasgow
Stephen Glasgow is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 21 years of industry experience. Stephen 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, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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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
Stephen is an insurance agent with Stepen T Glasgow Insurance Consultant since 2019. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Es Advisory Group
Sb Advisory, LLC
San Blas Securities LLCBroker
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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.