Glenn A. Bishop

GA BISHOP AND ASSOCIATES

Carrollton, TX 75006

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CRD#: 4479884

Professional summary

Glenn Alan Bishop, CFP® is a registered financial advisor currently at GA BISHOP AND ASSOCIATES, LLC located in Carrollton, Texas.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Glenn has worked at 1 firm and has passed the Series 65 exam.

Biography

Call or email us today to schedule a free, 30 minute Get-Acquainted meeting!

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Divorce Planning

Education Planning

Investment Planning

Budgeting

Do you have an area of expertise or specialization?

Divorce Planning

Hourly

Middle Income Client Needs

Retirement Planning & Distribu...

What is your minimum asset requirement?

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 Alan Bishop's 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: 2004

Experience

Current

September 22, 2003 - Present

GA BISHOP AND ASSOCIATES, LLC

Office #1: 1101 S. Broadway, Suite 200, Carrollton, TX 75006

RIA

CRD#: 116725

Carrollton, TX

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
(9/22/2003)

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: 6/21/2001

Uniform Investment Adviser Law Examination

Current Firm

GA BISHOP AND ASSOCIATES, LLC

CRD#: 116725 / SEC#:

Texas

Registered Investment Advisory firm - (11/20/2001 Approved)

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Contact information

Main Address

1101 S. Broadway, Suite 200, Carrollton, TX 75006

Mailing Address

Po Box 163, Coppell, TX 75019-0163

Phone number

(972) 393-3716

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Glenn A. Bishop

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Alan Bishop's CRS (Customer Relationship Summary).

Certified licenses

Experience

GA BISHOP AND ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2001

Current Firm

GA BISHOP AND ASSOCIATES, LLC

Contact information

Documents

Red Flags

Company Information

GA BISHOP AND ASSOCIATES, LLC

TRUST BUT VERIFY

Contact information

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