David GlazerCRD Number: 4804827
Current Firm: Truist Advisory Services, Inc.
David Glazer (CRD# 4804827) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clearwater Beach, FL and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2019 - Current||3|
|Suntrust Advisory Services,inc.||Atlanta, GA||Apr 2017 - Current||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2017 - Apr 2019||2|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||May 2014 - Mar 2017||2|
|Raymond James Financial Services||St Petersburg, FL||Sep 2009 - Mar 2017||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, WY
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