Glenn R. Royal

RHP WEALTH MANAGEMENT

Houston, TX 77034

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CRD#: 2543293

Professional summary

Glenn Richmond Royal, CFP® is a registered financial advisor currently at RHP WEALTH MANAGEMENT located in Houston, Texas.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Glenn has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Education Planning

Are you a "fiduciary"?

Yes

Aliases

None

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 Glenn Richmond Royal'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

Start date: 2005

Experience

Current

August 1, 2019 - Present

RHP WEALTH MANAGEMENT

Office #1: 12000 Aerospace Avenue Suite 420, Houston, TX 77034

RIA

CRD#: 304735

Houston, TX

Past

July 2, 2019 - August 7, 2019

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

ALBANY, NY

Past

June 14, 2019 - April 7, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

April 18, 2013 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

April 18, 2013 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

June 1, 2009 - May 2, 2013

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

June 1, 2009 - May 2, 2013

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

February 18, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HOUSTON, TX

Past

February 18, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

HOUSTON, TX

Past

September 24, 1999 - March 14, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

September 24, 1999 - March 14, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 29, 1996 - September 30, 1999

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

August 2, 1995 - January 31, 1996

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

October 6, 1994 - May 5, 1995

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

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".

RHP WEALTH MANAGEMENT

RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA

Registered Investment Advisory firm - (7/17/2019 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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/1/2019)

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 65

Date: 11/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/28/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/5/1994

General Securities Representative Examination

Current Firm

RHP WEALTH MANAGEMENT

RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA

Registered Investment Advisory firm - (7/17/2019 Approved)

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Contact information

Main Address

12000 Aerospace Avenue Suite 420, Houston, TX 77034

Mailing Address

Phone number

(713) 554-2252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR RHP (10/24/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 307,027,066

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.

Contact information

xxxxx@xxxx.xxx

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Glenn R. Royal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Richmond Royal's CRS (Customer Relationship Summary).

Certified licenses

Experience

PKS ADVISORY SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

LEGG MASON WOOD WALKER, INCORPORATED

MORGAN KEEGAN & COMPANY, LLC

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

RHP WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/1997

Series 63

Date: 10/10/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 8/28/2006

Series 7

Date: 10/5/1994

Current Firm

RHP WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RHP WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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