Gavin Gleason, financial advisor Prospect KY

Gavin Gleason

CRD Number: 4464641
Current Firm: The Gleason Group, Inc.

Gavin Gleason (CRD# 4464641) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
The Gleason Group, Inc. Prospect, KY May 2015 - Current 8
J.j.b. Hilliard, W.l. Lyons LLC Louisville, KY Mar 2009 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Gavin T. Gleason
Phone Number: (502) 882-7300
Registered State(s):
  • FL
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    785
    MILLIONS
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $830,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, IN, KY, OH, TX

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