David Glauser, financial advisor Medford OR
96 score

David Glauser

CRD Number: 4512990
Current Firm: Oregon Pacific Wealth Management

David Glauser (CRD# 4512990) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has over 16 years of experience in the finance industry. David Glauser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Oregon Pacific Wealth Management, LLC Medford, OR Jun 2017 - Current 1
Lpl Financial, LLC Medford, OR Jun 2017 - Current 1
Cetera Advisors LLC Denver, CO Dec 2012 - Jun 2017 4
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Pacific West Securities, Inc. Renton, WA May 2010 - Feb 2012 1
Pacific West Financial Consultants, Inc. Renton, WA May 2010 - Feb 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Medford, OR Oct 2009 - May 2010 < 1
Banc Of America Investment Services, Inc. Portland, OR Apr 2004 - May 2010 6
Banc Of America Insurance Services, Inc. Portland, OR Apr 2004 - May 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for David L. Glauser
Phone Number: 541-902-7272
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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