Glen D. Amason

GENERATIONAL WEALTH ADVISORS

Richardson, TX 75080

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CRD#: 2281746

Professional summary

Glen David Amason, CFP®, who also goes by Glen David Amason, Glen Amason, Glen D Bearden, is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Glen has worked at 21 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glen David Amason | Glen Amason | Glen D Bearden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen David Amason's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 16, 2024 - Present

GENERATIONAL WEALTH ADVISORS

Office #1: 3400 North Central Expressway Suite 100, Richardson, TX 75080

RIA

CRD#: 135145

Richardson, TX

Past

February 7, 2020 - April 4, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

WESTLAKE, TX

Past

January 30, 2020 - April 4, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

May 10, 2018 - January 9, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Irving, TX

Past

May 10, 2018 - January 9, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

IRVING, TX

Past

September 20, 2017 - February 27, 2018

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

January 5, 2017 - August 15, 2017

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

Plano, TX

Past

November 15, 2016 - August 15, 2017

CAPITAL ONE INVESTING, LLC

CRD#: 45744

IRVING, TX

Past

September 17, 2013 - October 27, 2016

SCOTTRADE, INC.

CRD#: 8206

DENTN, TX

Past

January 3, 2013 - September 5, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

March 15, 2012 - September 4, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

May 4, 2011 - October 28, 2011

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

DALLAS, TX

Past

May 4, 2011 - October 28, 2011

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

DALLAS, TX

Past

September 21, 2010 - January 24, 2011

COMMERCE WEALTH ADVISERS, LLC

RIA

CRD#: 144449

FRISCO, TX

Past

September 21, 2010 - January 24, 2011

DEWAAY FINANCIAL NETWORK, LLC

CRD#: 30767

FRISCO, TX

Past

July 23, 2010 - September 17, 2010

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

DENTON, TX

Past

September 4, 2009 - June 11, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

GRAPEVINE, TX

Past

September 4, 2009 - June 11, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GRAPEVINE, TX

Past

October 15, 2007 - September 11, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SOUTHLAKE, TX

Past

August 29, 2007 - September 11, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SOUTHLAKE, TX

Past

April 9, 2003 - July 8, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 22, 1998 - February 5, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

September 20, 1996 - June 23, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 11, 1993 - September 24, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/10/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/16/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/1993

General Securities Representative Examination

Current Firm

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

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Contact information

Main Address

3400 North Central Expressway Suite 100, Richardson, TX 75080

Mailing Address

Phone number

(972) 378-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENERATIONAL WEALTH ADVISORS FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 392,535,549

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Glen D. Amason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen David Amason's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

FISHER INVESTMENTS

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

SCOTTRADE, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

COMMERCE WEALTH ADVISERS, LLC

DEWAAY FINANCIAL NETWORK, LLC

SECURITIES MANAGEMENT & RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CETERA WEALTH SERVICES, LLC

EDWARD JONES

A. G. EDWARDS & SONS, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

GENERATIONAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2007

Series 65

Date: 2/23/1993

Series 63

Date: 2/16/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/9/1993

Current Firm

GENERATIONAL WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL WEALTH ADVISORS

TRUST BUT VERIFY

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