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 28 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.

Similar Advisors
Devon Robinson, financial advisor Brodheadsville PA
Devon Robinson
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Similar Advisors
Richard Lotito, financial advisor Brodheadsville PA
Richard S. Lotito
CRD# 4610992
Invest Financial Corporation
Score
98
Similar Advisors
Frank Babashak, financial advisor Brodheadsville PA
Frank S. Babashak
CRD# 5096199
Lpl Financial LLC
Score
96
Professional Designations
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Oct 2008 - Current 8
Guidance Financial Brodheadsville, PA Sep 2008 - Current 8
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

Ready to hire a financial advisor? Get competitive proposals from Glenn Smith and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.