Glen Starr, Cfp®

Glen Starr, Cfp® Email and Phone Number

Working with individuals and business owners to create "life" financial plans designed to weather inflation and sustain you throughout retirement. Helping meet your goals through wealth management and tax strategies. @ Starr Financial
Glen Starr, Cfp®'s Location
Conroe, Texas, United States, United States
Glen Starr, Cfp®'s Contact Details

Glen Starr, Cfp® work email

Glen Starr, Cfp® personal email

n/a

Glen Starr, Cfp® phone numbers

About Glen Starr, Cfp®

Since 1992, we have been helping our clients work toward financial independence with a personalized approach to wealth accumulation, preservation, and retirement income. In developing and maintaining a well thought-out wealth accumulation plan or retirement income plan, we focus on a variety of personalized strategies. We have access to the broadest range of non-proprietary financial products from which to choose to help work towards your goals.Leading the group is Glen Starr, CFP® (CERTIFIED FINANCIAL PLANNER™ professional), President and CEO of Starr Financial. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.Our company is based on the principle that education and understanding your current financial situation is vital to making prudent recommendations concerning your future financial condition. The standard by which we open the doors each day are:Unchanging Values“We will use our time, knowledge, and talents with a steadfast commitment to honesty, integrity, and ethical conduct.Mission Statement“To help make a valuable and lasting difference in the financial lives of our clients.”Compelling Vision“To be known by our clients as a professional firm that truly cares about them, their family, and their financial confidence.”Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit www.StarrFinancial.netSpecialties: "Suddenly Single" - following death/divorceRetirement IncomeBusiness Exit PlanningSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Glen Starr, Cfp®'s Current Company Details
Starr Financial

Starr Financial

View
Working with individuals and business owners to create "life" financial plans designed to weather inflation and sustain you throughout retirement. Helping meet your goals through wealth management and tax strategies.
Glen Starr, Cfp® Work Experience Details
  • Starr Financial
    Owner & Lpl Registered Principal
    Starr Financial Sep 2003 - Present
    Conroe, Texas
    Because we are independent we can advise you on the merits of each holding without you having to be concerned that we are selling or defending proprietary programs or research. Since our compensation is based on total assets managed rather than based on the number of transactions, we can objectively weigh the merits of each investment, making changes only because we believe they will contribute to the success of your investment strategy. We can assist you with building a comprehensive portfolio that may include, but not limited to the following:• Fee-based asset management through LPL Financial• Separate managed accounts • Institutional & retail mutual fund portfolios• Tax-advantaged investing • Fixed Income investments and bond portfolios • Fixed rate investments• Individual stocks and bonds • Alternative investments • Money market accounts • Real Estate programs
  • Painewebber
    Vice President
    Painewebber 2000 - 2003
    Houston
  • A.G. Edwards & Sons, Inc.
    Financial Advisor
    A.G. Edwards & Sons, Inc. 1992 - 2000
    Conroe, Texas

Glen Starr, Cfp® Skills

Investments Mutual Funds Portfolio Management Securities Asset Allocation Retirement Financial Services Series 7 Retirement Planning Asset Managment Wealth Management Risk Management Series 63 Due Diligence Equities

Glen Starr, Cfp® Education Details

Frequently Asked Questions about Glen Starr, Cfp®

What company does Glen Starr, Cfp® work for?

Glen Starr, Cfp® works for Starr Financial

What is Glen Starr, Cfp®'s role at the current company?

Glen Starr, Cfp®'s current role is Working with individuals and business owners to create "life" financial plans designed to weather inflation and sustain you throughout retirement. Helping meet your goals through wealth management and tax strategies..

What is Glen Starr, Cfp®'s email address?

Glen Starr, Cfp®'s email address is gl****@****grp.com

What is Glen Starr, Cfp®'s direct phone number?

Glen Starr, Cfp®'s direct phone number is +128179*****

What schools did Glen Starr, Cfp® attend?

Glen Starr, Cfp® attended College Of Financial Planning, Texas A&m University, Texas A&m University.

What skills is Glen Starr, Cfp® known for?

Glen Starr, Cfp® has skills like Investments, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Retirement, Financial Services, Series 7, Retirement Planning, Asset Managment, Wealth Management, Risk Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.