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Ronald Glasgow is a financial professional with over 20 years of experience in the industry. Ronald has a strong background in investment management and financial planning. Ronald is currently registered as a Registered Representative with Great Point Advisors, LLC in Texas. Prior to joining Great Point Advisors, LLC, Ronald worked at various other firms including WealthForge Securities LLC, ElmTree Funds, LLC, Colorado Financial Service Corporation, Kingsbarn Realty Capital, and Nelson Partners Student Housing, LLC. Ronald has a strong track record of success in helping clients achieve their financial goals. Ronald holds the Certified Financial Planner designation. Ronald also has the Series 63 and Series 66 securities licenses. Ronald's primary focus is on providing financial planning and investment management services to individuals and corporations. Ronald's areas of expertise include retirement planning, college savings, estate planning, and insurance. Ronald is committed to providing his clients with personalized advice and guidance to help them achieve their financial objectives.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
10/10/2024 - Present
Great Point Advisors, LLC (CHICAGO IL)
Active
Inactive
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