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GA

Glen D. Amason

VANGUARD ADVISERS
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 2281746
GA

Professional summary

Glen David Amason, CFP®, who also goes by Glen Amason, Glen D. Amason, Glen David Amason, Glen D Bearden, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Plano, Texas and VANGUARD MARKETING CORPORATION located in Plano, Texas.

Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Glen has worked at 23 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 Amason | Glen D. Amason | Glen David 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

December 15, 2025 - Present

VANGUARD ADVISERS, INC.

Office #1: 7900 Windrose Ave, Plano, TX 75024
RIA
CRD#: 106715
PLANO, TX
Current

December 15, 2025 - Present

VANGUARD MARKETING CORPORATION

Office #1: 7900 Windrose Ave, Plano, TX 75024
BD
CRD#: 7452
PLANO, TX
Past

April 16, 2024 - December 9, 2025

GENERATIONAL WEALTH ADVISORS

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

BD
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

BD
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

BD
CRD#: 45744
IRVING, TX
Past

September 17, 2013 - October 27, 2016

SCOTTRADE, INC.

BD
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

BD
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.

BD
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

BD
CRD#: 30767
FRISCO, TX
Past

July 23, 2010 - September 17, 2010

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
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.

BD
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.

BD
CRD#: 5393
SOUTHLAKE, TX
Past

April 9, 2003 - July 8, 2005

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 22, 1998 - February 5, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

September 20, 1996 - June 23, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

February 11, 1993 - September 24, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
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".
VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA
Registered Investment Advisory firm - (7/28/1995 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(12/15/2025)
RR
Texas
(12/16/2025)

Exams

State Security Law Exam
RR
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
RR
Series 63
Date: 2/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/9/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA
Registered Investment Advisory firm - (7/28/1995 Approved)
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Contact information

Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
Phone number
(610) 669-1000
Established
Firm type
Fiscal year end
# of Employees
2,225

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANGUARD MODEL PORTFOLIOS (2/2/2026)
VANGUARD PERSONAL ADVISOR SELECT (1/2/2026)
VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (1/2/2026)
VANGUARD SITUATIONAL ADVISOR BROCHURE (1/2/2026)
STABLE VALUE (9/29/2025)
VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

Regulatory assets under management

Total Number of Accounts698,843
AUM (Assets Under Management)$ 300,434,933,763

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
10/23/2024
Cover Page
Report
06/28/2023
Cover Page
Report

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.

Company Information

VANGUARD ADVISERS, INC.

CRD#: 106715Plano, TX 75024

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