Shawn
Glasgow
Kestra Private Wealth Services, LLC
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About this Advisor
Shawn Glasgow is a financial advisor who works in Austin, Texas, with a total of 1 year of industry experience. Glasgow is currently employed by Kestra Private Wealth Services, LLC. Their career trajectory has included roles at Lapeer City Fire Dept, Merrill Lynch, Pierce, Fenner & Smith Inc, Citizens Bank, Kestra Investment Services LLC, Kestra Private Wealth Services, LLC and Bank Of America, N.A. Glasgow maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Kestra Private Wealth Services, LLC is a registered investment business headquartered in Austin, TX. It has offices in 42 locations and a total of 119 advisors. It manages $5 billion in assets between its 14,374 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 15 charitable organizations. Of its 14,374 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Kestra Private Wealth Services, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Kestra Private Wealth Services, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Shawn Glasgow Work History
Shawn has been registered as a financial advisor for 1 years.*
Kestra Investment Services LLC
Kestra Private Wealth Services, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Citizens Bank
Lapeer City Fire Dept
*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 Shawn Glasgow 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 Kestra Private Wealth Services, LLC
Huntersville, NC
Brea, CA
Brea, CA
Austin, TX
Boca Raton, FL
San Diego, CA
Greenville, SC
Clinton, MT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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