Richard
Glaser

Voya Financial Advisors, Inc

CRD#1468575
Investment Advisor
in Corpus Christi, TX

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About this Advisor

Richard Glaser is a financial advisor based in Corpus Christi, Texas, working with Voya Financial Advisors, Inc. Richard has previously held positions at The Whitetail Hunting Lodge, Ing Financial Partners, Inc, Glaser Financial, and Voya Financial Advisors. Richard has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Richard is part of Voya Financial Advisors, Inc, which operates out of Corpus Christi, Texas. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion 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, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13330 Leopard Ste 27
Corpus Christi, TX 78410

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

TX Average: $5,297,377,271
Total Number of Employees

529

TX Average: 35
Total Number of Accounts

13,923

TX Average: 690
Average Account Size

$192,831

TX Average: $7,677,358

Investment Advisory Services

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

Richard Glaser Work History

2014 - Present (10 years)

Voya Financial Advisors

2011 - Present (13 years)

Glaser Financial

1995 - Present (29 years)

The Whitetail Hunting Lodge

2011 - 2014 (3 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Richard Glaser 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 Voya Financial Advisors, Inc

Jared Deboer
Columbus, OH
Kevin Meserve
Fairfax, VA
Aaron Kim
Lisle, IL
James Craig
Windsor, CT
Brannigan Judge
Pittsford, NY
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

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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