David GlauserCRD 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 15 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.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|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|
Total Assets Under Management25MILLIONS
Total Number of Accounts104ACCOUNTS
Average Account Value$242,131
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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