Daniel Glanville, financial advisor Colorado Springs CO
90 score

Daniel Glanville

CRD Number: 6133514
Current Firm: Cambridge Investment Research Advisors, Inc.

Daniel Glanville (CRD# 6133514) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.

Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Sep 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA Sep 2014 - Current 2
Regulus Advisors Kentwood, MI Feb 2014 - Aug 2014 < 1
1st Consumer Financial Solutions Colorado Springs, CO Jul 2013 - Aug 2014 1
J.w. Cole Advisors, Inc. Tampa, FL Apr 2013 - Jul 2013 < 1
J.w. Cole Financial, Inc. Colorado Springs, CO Oct 2012 - Jul 2013 < 1
Pennica Financial Colorado Springs, CO Jul 2012 - Jul 2013 1
Academy Solutions Group Columbia, MD Jul 2011 - Apr 2012 < 1
Colorado Technical University Colorado Springs, CO Apr 2011 - Jun 2011 < 1
Us Army Fort Meade, MD Oct 2003 - Feb 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Daniel Glanville
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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