Dominic Glasson (CRD# 7792065) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Rise North Capital | Braintree, MA | May 2022 - Current | 2 |
Fedex Ground- Krex Transport Inc. | Worcester, MA | Sep 2019 - Current | 4 |
Ymca | Greenfield, MA | Mar 2016 - Current | 8 |
Rsig Security Inc., | Framingham, MA | Sep 2018 - Aug 2019 | < 1 |
Weed Man Lawn Care | Springfield, MA | Jul 2017 - Sep 2018 | 1 |
University Of Massachusetts | Amherst, MA | Sep 2015 - May 2016 | < 1 |
Ymca | Greenfield, MA | May 2015 - Aug 2015 | < 1 |
Greenfield High School | Greenfield, MA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- MA
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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