Glenn Smith, financial advisor Brodheadsville PA
96 score

Glenn Smith

CRD Number: 1806111
Current Firm: United Planners' Financial Services Of America A Limited Partner

Glenn Smith (CRD# 1806111) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Brodheadsville, PA and has over 29 years of experience in the finance industry. Glenn Smith 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.

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Professional Designations
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Oct 2008 - Current 9
Guidance Financial Brodheadsville, PA Sep 2008 - Current 9
Metlife Securities Inc. Harrisburg, PA Mar 1987 - Oct 2008 21
Metropolitan Life Insurance Company Harrisburg, PA Mar 1987 - Jul 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Glenn R. Smith
Phone Number: 480-991-0225
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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