Gavin
Gleason
The Gleason Group, Inc
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About this Advisor
Gavin Gleason is a financial advisor who works out of Prospect, Kentucky with a total of 8 years of relevant experience. Gleason is an employee of The Gleason Group, Inc. Their career trajectory has included roles at The Gleason Group, Inc and J.J.B. Hilliard, W.L. Lyons LLC. Gleason has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida, Illinois, Indiana, Kentucky, Ohio and Texas. The Gleason Group, Inc is a registered investment company operating out of Prospect, KY. It controls $616 million in total assets between its 875 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 875 customer accounts, 35% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the type of financial services. However, fee types charged by The Gleason Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Gleason Group, Inc Brokerage Details
$615,814,747
9
875
$703,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gavin Gleason Work History
Gavin has been registered as a financial advisor for 8 years.*
The Gleason Group, Inc
J.J.B. Hilliard, W.L. Lyons LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gavin Gleason 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 The Gleason Group, Inc
Prospect, KY
Prospect, KY
Prospect, KY
Prospect, KY
Prospect, KY
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