Glen Smith (CRD# 4801922) is an Investment Advisor Representative working at Gds Wealth Management in Flower Mound, TX and has over 19 years of experience in the finance industry. Glen 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Estate Vision | Flower Mound, TX | Oct 2020 - Current | 3 |
| Ggtls | Flower Mound, TX | Aug 2019 - Current | 4 |
| One Way Holdings Llc D/b/a Gds Wealth Management | Flower Mound, TX | Dec 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | Flower Mound, TX | Dec 2017 - Sep 2021 | 3 |
| Raymond James Financial Services Advisors Inc. | Flower Mound, TX | Dec 2017 - Sep 2021 | 3 |
| Bank Of America, Na | Flower Mound, TX | Dec 2009 - Dec 2017 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound, TX | Aug 2007 - Dec 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- TX
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Total Assets Under Management892MILLIONS
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Total Number of Accounts2,641ACCOUNTS
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Average Account Value$337,639
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, OK, TX
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