Glenn
Able

Lockton Investment Advisors, LLC

CRD#1380183
Investment Advisor
in Dallas, TX
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About this Advisor

Glenn Able is a chartered financial consultant operating out of Dallas, Texas, who has been in the advisory business for 12 years. Able works at Lockton Investment Advisors, LLC. Over the course of their career, Able has held roles at Guidestone Financial Resources, Pfpc Distributors, Inc, Lockton Financial Advisors, LLC and Lockton Companies, LLC. Able maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Lockton Investment Advisors, LLC is an advisory business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 15 locations and a total of 104 advisors. It manages $4 billion in assets under management between its 192 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Lockton Investment Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged by Lockton Investment Advisors, LLC can be comprised of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

2100 Ross Avenue, Suite 1200
Dallas, TX 75201

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Lockton Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,200,085,657

TX Average: $11,469,110,461
Total Number of Employees

104

TX Average: 458
Total Number of Accounts

192

TX Average: 33,415
Average Account Size

$21,875,446

TX Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Glenn Able Work History

Glenn has 12 years of experience.

2010 - Present (9 years)

Lockton Financial Advisors, LLC

2010 - Present (9 years)

Lockton Companies, LLC

2006 - 2009 (3 years)

Guidestone Financial Resources

2006 - 2009 (3 years)

Pfpc Distributors, Inc

Disclosures

Glenn Able has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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