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Brandon Dean Glosup

Charles Schwab & CO., Inc.

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About Brandon Dean Glosup

Brandon Dean Glosup is a financial professional with over six years of experience in the industry. Brandon currently works as a Registered Representative for Charles Schwab & Co., Inc. in Lone Tree, Colorado. Brandon is a Series 7, Series 52, Series 53, and Series 63 licensed professional, as well as holding the SIE and Series 99TO certifications. Brandon has been registered in Colorado, California, Missouri, and New Jersey and is an active member of the financial services community. Brandon is dedicated to providing professional financial guidance to clients.

Firm Information

Brandon Glosup is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brandon Glosup’s Registration & Firm History

CO

11/15/2016 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

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Licenses & Designations

BC

Issued 08/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/25/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/08/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brandon Dean Glosup.
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