William
Glenn

Smith Anglin Financial, LLC

CRD#7536650
Investment Advisor
in Dallas, TX

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About this Advisor

William Glenn is a financial advisor based in Dallas, Texas, working with Smith Anglin Financial, LLC. William has previously held positions at Bevinco Inc, Tenant Link/Let'S Party, University Of North Texas, Collin College, and Smith Anglin Financial, LLC. William has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, William is part of Smith Anglin Financial, LLC, which operates out of Dallas, Texas. The firm has 16 employees and manages assets totaling $1.6 billion. The firm 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, educational seminars, and other services. The fee structure at Smith Anglin Financial, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14755 Preston Road. Suite 700
Dallas, TX 75254

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Smith Anglin Financial, LLC Brokerage Details

Total Assets Under Management

$1,571,428,888

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

3,379

TX Average: 2,315
Average Account Size

$465,057

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

William Glenn Work History

2021 - Present (3 years)

Smith Anglin Financial, LLC

2018 - 2020 (2 years)

Bevinco Inc

2017 - 2021 (4 years)

University Of North Texas

2013 - 2021 (8 years)

Tenant Link/Let'S Party

2011 - 2017 (6 years)

Collin College

Disclosures

Please visit the SEC profile of William Glenn 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 Smith Anglin Financial, LLC

David Camarillo
Dallas, TX
Dan Drummond
Dallas, TX
Brian Bergman
Dallas, TX
John Snider
Dallas, TX
Roger Meadors
Dallas, TX
William Glenn
Dallas, TX
Jeffrey Dunn
Dallas, TX
Casey Vogel
Dallas, TX

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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