Robert Glasgow (CRD# 7122392) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.
CRD# 2588720
Prudential Financial Planning Services
CRD# 1801853
Morgan Stanley
CRD# 6291844
The Caprock Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services, LLC | Salt Lake City, UT | May 2019 - Current | 5 |
Byu Independent Study | Provo, UT | Jan 2016 - May 2019 | 3 |
Brigham Young University | Provo, UT | Aug 2015 - May 2019 | 3 |
Hap Alaska Yukon | Fairbanks, AK | Jun 2018 - Oct 2018 | < 1 |
Hap Alaska Yukon | Fairbanks, AK | Feb 2017 - Sep 2017 | < 1 |
Byu Finance Department | Provo, UT | Jun 2016 - Aug 2016 | < 1 |
Byu Finance Department | Provo, UT | Apr 2016 - Jun 2016 | < 1 |
Byu Math Department | Provo, UT | Oct 2015 - Apr 2016 | < 1 |
The Church Of Jesus Christ Of Latter-day-saints | Peachtree City, GA | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2019 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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