Henry Glasheen, financial advisor Santa Barbara CA
93 score

Henry Glasheen

CRD Number: 1396550
Current Firm: Charles Schwab & Company, Inc.

Henry Glasheen (CRD# 1396550) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Santa Barbara, CA Apr 2015 - Current 1
Charles Schwab Bank Santa Barbara, CA Apr 2015 - Current 1
Wedbush Morgan Securities Los Angeles, CA Jun 2007 - Apr 2015 7
Brookstreet Securities Corporation Irvine, CA Nov 2005 - Apr 2015 9
Park City High School Park City, UT Mar 2004 - Apr 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Henry C. Glasheen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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