Roger
Glass

Securian Financial Services, Inc

CRD#1922342
Investment Advisor
in Dallas, TX
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About this Advisor

Roger Glass is an advisor whose office is in Dallas, Texas. Currently an investment advisor with Securian Financial Services, Inc, they have accumulated an impressive 23 years of professional experience as a financial advisor. Glass holds a Series 63 license, qualifying the advisor as a securities agent. Glass can act as a financial advisor in Oklahoma and Texas. Throughout their career, Glass has worked at Minnesota Life, Securian Financial Services, Inc, Martin Financial Group and Dallas County Community College District. Securian Financial Services, Inc is headquartered in Dallas, Texas, and operates out of 172 offices throughout the United States. As an advisor firm, Securian Financial Services, Inc oversees $10 billion in assets throughout 34,933 accounts and retains more than 1,703 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 8,135 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Securian Financial Services, Inc provides 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 firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3030 Lbj Freeway Suite 1450
Dallas, TX 75234

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,603,135,146

TX Average: $5,289,111,388
Total Number of Employees

1,703

TX Average: 157
Total Number of Accounts

34,933

TX Average: 8,262
Average Account Size

$274,902

TX Average: $640,173

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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

Roger Glass Work History

Roger has 23 years of experience.

2004 - 2011 (7 years)

Dallas County Community College District

1995 - Present (24 years)

Minnesota Life

1995 - Present (24 years)

Securian Financial Services, Inc

1995 - Present (24 years)

Martin Financial Group

Disclosures

Roger Glass has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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