William
Glaspie

Ele Advisory Services, Inc

CRD#4482319
Investment Advisor
in Southfield, MI

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About this Advisor

William Glaspie is a financial advisor based in Southfield, Michigan, working with Ele Advisory Services, Inc. William has previously held positions at Security Counter Measures, Pfs Investments Inc, Orange County Public Schools, Primerica Financial Services, Ele Advisory Services, Inc, and Ele Wealth Solutions, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, William is part of Ele Advisory Services, Inc, which operates out of Southfield, Michigan. The firm has 9 offices and 11 employees. The firm manages assets totaling $99.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Ele Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

18700 W. 10 Mile Road Suite 100
Southfield, MI 48075

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Ele Advisory Services, Inc Brokerage Details

Total Assets Under Management

$99,892,397

MI Average: $943,424,332
Total Number of Employees

11

MI Average: 21
Total Number of Accounts

1,313

MI Average: 1,586
Average Account Size

$76,080

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

William Glaspie Work History

2023 - Present (1 year)

Ele Advisory Services, Inc

2022 - Present (2 years)

Ele Wealth Solutions, Inc

2012 - Present (12 years)

Orange County Public Schools

2017 - 2022 (5 years)

Pfs Investments Inc

2011 - 2022 (11 years)

Primerica Financial Services

2009 - 2015 (6 years)

Security Counter Measures

Disclosures

Please visit the SEC profile of William Glaspie 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 Ele Advisory Services, Inc

Bradley Maples
Southfield, MI
Steven Mitchell
Southfield, MI
Allan Leffler
Trinity, FL
Ellis Liddell
Southfield, MI
Tammie Parran
Southfield, MI
Sharon Sykes
Southfield, MI
William Glaspie
Southfield, MI

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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