Glenn Davidow, financial advisor Charlotte NC
96 score

Glenn Davidow

CRD Number: 1009265
Current Firm: Innovation Partners LLC

Glenn Davidow (CRD# 1009265) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 11 years of experience in the finance industry. Glenn Davidow 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
Innovation Partners, LLC Charlotte, NC Jul 2016 - Current < 1
Davidow Financial & Ins. Srvs. Woodland Hills, CA Jan 1979 - Current 37
Cherry Investment Advisors Dallas, TX Oct 2013 - Jul 2016 2
Ridgeway & Conger, Inc. New Woodstock, NY Jul 2013 - May 2016 2
Avalon Investment & Securities Group Muscle Shoals, AL Aug 2012 - Jul 2013 < 1
Trustmont Financial Group, Inc. Greensburg, PA Jan 2011 - Aug 2012 1
Ing Financial Partners, Inc. Des Moines, IA Jan 2009 - Dec 2010 1
Princor Financial Services Corporation Woodland Hills, CA Nov 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
Contact Info for Glenn R. Davidow
Phone Number: 704-708-5461
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $134,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IN, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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

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