UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
24yrs
John Glenn
Financial advisor at Merrill
Based in Dallas, Texas, John Glenn is a fiduciary financial advisor with 24 years of industry experience. John has been with Merrill since 2025; before that, John spent three years at Banc of America Investment Services and less than a year at Morgan Stanley DW. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Texas
Office5910 N Central Expressway, Dallas, TX 75206
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
Contact John
Local office(214) 750-2174Ask for John. (800) 637-7455Main office · New York, NY 5910 N Central ExpresswayDallas, TX 75206Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (214) 750-2174 or the Merrill main office at (800) 637-7455, and ask for John Glenn.
How long has John been a financial advisor?
John has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Texas.
What licenses does John hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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