Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Gleason is a financial advisor who has been in the industry since 2001. Gavin is currently registered with The Gleason Group, Inc. and is also registered in Florida, Hawaii, Kentucky, and Texas. Gavin has a Series 7 and Series 66 registration and has worked at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. The Gleason Group, Inc. manages approximately $785 million in assets for over 900 clients, including individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
08/11/2016 - Present
THE Gleason Group, Inc. (PROSPECT KY)
KY
03/06/2009 - 05/19/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
KY
12/06/2001 - 03/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
BOTH
Issued 12/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gavin Gleason is the right advisor for you? Invested Better is here to help.
