Ronald Glasgow is a CFP-designated registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 22 years of industry experience. Ronald 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.
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Ronald is an investor with Pediatric Rheumatology Associates PC since 2023. He also volunteers as a mentor for the North Texas Veteran's Court, dedicating minimal time to this activity.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Wealthforge Securities, LLCBroker
Wealthforge Securities, LLCBroker
Emerson Equity LLCBroker
Colorado Financial Service CorporationBroker
Patrick Capital Markets, LLCBroker
Terra Capital Markets LLCBroker
Kbs Capital Markets Group LLCBroker
Ridgewood Securities CorporationBroker
Provasi Capital Partners LPBroker
Pruco Securities, LLC.Broker
Carey Financial, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.