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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Glaser is a financial advisor based in Temple, TX. Darrell has been in the financial industry for over 20 years. Darrell is currently registered with Cambridge Investment Research Advisors, Inc. Darrell has been registered with Cambridge Investment Research Advisors, Inc. since 2022. Darrell is also registered with the following states: Alaska, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, New York, Texas and Wisconsin. Darrell has passed the Series 6, Series 63, Series 65, and SIE exams. Darrell is also a Board Member of Ocker Brethern Church. Darrell has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Darrell offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Darrell also works with third party money managers to provide solicitation fees.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
02/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Temple TX)
TX
01/04/2006 - 02/19/2015
C C F INVESTMENTS, INC. (TEMPLE TX)
CO
09/07/2000 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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