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Glenn Alan Bishop

Glenn A. Bishop

GA BISHOP AND ASSOCIATES
Carrollton, TX 75006
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CRD#: 4479884
Glenn Alan Bishop

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.

Core Areas of Focus

Divorce Planning
Hourly
Middle Income Client Needs
Retirement Planning & Distribution Rules

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
What is your minimum asset requirement?
1
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2001
Uniform Investment Adviser Law Examination

Current Firm

GA BISHOP AND ASSOCIATES, LLC
GA BISHOP AND ASSOCIATES, LLC
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
1

Documents

Latest Form ADV

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

GA BISHOP AND ASSOCIATES, LLC

GA BISHOP AND ASSOCIATES, LLC

CRD#: 116725Carrollton, TX 75006

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Contact information

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