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Glen Alan Rives

Bakeravenue

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About Glen Alan Rives

Glen Rives is a financial advisor with Bakeravenue Wealth Management, LP. Glen has been in the financial services industry for over 20 years. Glen is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals. Glen has experience working with a variety of clients, including individuals, families, and businesses.

Firm Information

Glen Rives is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Rives’s Registration & Firm History

TX

06/22/2023 - Present

Bakeravenue (Houston TX)

TX

05/08/2020 - 06/01/2021

MORGAN STANLEY (HOUSTON TX)

TN

07/01/2014 - 03/08/2018

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

TX

02/17/2014 - 06/02/2014

RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)

TX

07/25/2011 - 07/13/2012

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

NY

09/01/1998 - 08/06/2001

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/12/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glen Alan Rives.
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