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Glenn Large, financial advisor Downingtown PA

Glenn Large

CRD Number: 5227067
Current Firm: Magna Financial Planning, LLC
Compensation Model: Fee Only

Glenn Large (CRD# 5227067) is a Principal working at Magna Financial Planning, LLC in Downingtown, PA and has over 14 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Magna Financial Planning, LLC Downingtown, PA Jun 2004 - Current 19
Day-timers, Inc. Allentown, PA Jul 1988 - Current 35
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Glenn A. Large
,
Phone Number: 610-972-4116
Firm Website: http://www.magnafp.com
Registered State(s):
  • PA
Current Firm Details
Magna Financial Planning, LLC
Firm's CRD Number: 141996
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,521,739
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

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