MM
Marcus C. Mcglasson
BOS ASSET MANAGEMENT
Springfield, IL 62711
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CRD#: 5396146
MM
Professional summary
Marcus Corey Mcglasson is a registered financial advisor currently at BOS ASSET MANAGEMENT, LLC located in Springfield, Illinois.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Marcus has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.
1. 09/30/2011 - BOS INSURANCE AGENCY - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - ASSISTANT VICE PRESIDENT - TIME SPENT 10%. 2. 08/21/2019 - JRE Lifestyles LLC - Investment related - 3047 Hedley Road, Springfield, IL 62704 - Business Owner - Start Date: 07/05/2019 - 2 Hours Per Month/0 Hours During Securities Trading - The business, Just Right Eating, provides a meal service to clients for either puck up or delivery. 3. 3/31/2021 - Central IL Coffee Company; Not Investment Related - Other-Restaurant - Start Date: 5/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 4. Whoa N Go Coffee Holdings LLC; Investment -related: No; Location: 12604 Salisbury Rd Pleasant Plains IL 62677; Description: Ownership of a chain of drive thru coffee businesses; Position/Title: Owner; Responsibilities/Duties: Acts as owner/agent for the business. Responsibilities include business registration, location scouting, and contracting for site development. Not active in day-to-day operations; Start date: 2022-03-02; Hours per month during trading hours: 10; Hours per month outside trading hours: 20.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Corey Mcglasson'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®
NoneExperience
Current
December 14, 2020 - Present
BOS ASSET MANAGEMENT, LLC
Office #1: 3400 Wabash Avenue, Springfield, IL 62711RIA
CRD#: 310632
Springfield, IL
Past
November 30, 2010 - April 5, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
SPRINGFIELD, IL
Past
November 30, 2010 - April 5, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
SPRINGFIELD, IL
Past
January 2, 2009 - December 2, 2010
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SPRINGFIELD, IL
Past
March 11, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
SPRINGFIELD, IL
Past
January 31, 2008 - December 2, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SPRINGFIELD, IL
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".
BA
BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC
CRD#: 310632 / SEC#: 801-119836
RIA
Registered Investment Advisory firm - (11/20/2020 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
Illinois(7/14/2021)
IAR
Texas(12/14/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC
CRD#: 310632 / SEC#: 801-119836
RIA
Registered Investment Advisory firm - (11/20/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 Wabash Avenue, Springfield, IL 62711
Mailing Address
Phone number
(833) 943-8090
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,144 |
| AUM (Assets Under Management) | $ 828,687,841 |
Red Flags
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Company Information
BOS ASSET MANAGEMENT, LLC
CRD#: 310632Springfield, IL 62711TRUST BUT VERIFY
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