Loren Glaser (CRD# 2862754) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Bowie, MD and has over 24 years of experience in the finance industry. Loren Glaser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wesbanco Bank | Bowie, MD | Jul 2021 - Current | 2 |
| Wesbanco Securities, Inc. | Bowie, MD | Jul 2021 - Current | 2 |
| Bank Of America, N.a. | North Bethesda, MD | Mar 2020 - Jul 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda, MD | Mar 2020 - Jul 2021 | 1 |
| Bb&t | Washington, DC | Jan 2019 - Feb 2020 | 1 |
| Bbtis | Charlotte, NC | Apr 2018 - Feb 2020 | 1 |
| Bbtsec | Richmond, VA | Apr 2018 - Feb 2020 | 1 |
| Bb&t | Washington, DC | Apr 2018 - Jan 2019 | < 1 |
| Suntrust Investment Services, LLC | Atlanta, GA | Nov 2016 - Apr 2018 | 1 |
| Suntrust Bank | Washington, DC | Oct 2012 - Apr 2018 | 5 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Oct 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- MD
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Total Assets Under Management133MILLIONS
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Total Number of Accounts778ACCOUNTS
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Average Account Value$170,516
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, DC, FL, HI, IL, IN, KY, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, VI, WA, WV
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