GlenSmith- Financial Advisor Flower Mound, TX

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About Glen Smith

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.

Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.

We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

20-49

CRD#

4801922

Firm CRD#

315934

Name of Custodial Firm

Raymond James

States Licensed in

TX, CA, LA, FL, OK

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Money Management, Wealth Management, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

1,041,245,248

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890934/paladinregistry-GDS-Wealth-Management-detailed-disclosure.html

Disclaimer

GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.

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Paladin Research Report For:

Glen Smith

GDS Wealth Management