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Marcus Corey Mcglasson

Investment adviser representative at Bos Asset Management, LLC
19 yearsExperience
2 statesRegistered in
$1BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Bos Asset Management, LLCNov 2020 to now
  2. Bank of SpringfieldJul 2007 to now
  3. LPL Financial LLCNov 2010 to Apr 2023

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Bos Asset Management, LLC

$1BAssets managed
627Clients
10Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5396146
Firm CRD
310632
Advisor's SEC record (opens in a new tab)
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