Marcus McGlasson, financial advisor Springfield IL

Marcus McGlasson

CRD Number: 5396146
Current Firm: Bos Asset Management, LLC

Marcus McGlasson (CRD# 5396146) is an Investment Advisor Representative working at Bos Asset Management, LLC in Springfield, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bos Asset Management, LLC Springfield, IL Nov 2020 - Current 3
Bank Of Springfield Springfield, IL Jul 2007 - Current 16
Lpl Financial LLC Springfield, IL Nov 2010 - Apr 2023 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marcus C. McGlasson
Phone Number: 833-943-8090
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    747
    MILLIONS
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $704,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, IL, MO, SC, TX, UT

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