Derrick Glencer
Derrick Glencer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, MI, with 23 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
34611 Woodward Ave, Birmingham, MI, 48009
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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
Derrick is a director on the board of directors for the Birmingham Athletic Club, dedicating about a quarter of his time to this non-investment related activity. He also works as a broker for FIG, an insurance provider, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fiscl Securities, INC.Broker
State Registrations11 states
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