Greggory
Glass
Ameritas Advisory Services, LLC
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About this Advisor
Greggory Glass is a financial advisor based in Overland Park, Kansas, working with Ameritas Advisory Services, LLC. Greggory has previously held positions at Walla Street Wealth Management, Inc, Ameritas Investment Corp, and Ameritas Advisory Services, LLC. Greggory has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Greggory is part of Ameritas Advisory Services, LLC, which operates out of Overland Park, Kansas. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Greggory Glass Work History
Ameritas Advisory Services, LLC
Walla Street Wealth Management, Inc
Ameritas Investment Corp
Disclosures
Please visit the SEC profile of Greggory Glass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Minneapolis, MN
Tulsa, OK
Irvine, CA
San Ramon, CA
San Francisco, CA
Flagstaff, AZ
San Ramon, CA
Perrysburg, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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