Glenn Sweeten (CRD# 6279294) is an Investment Advisor Representative working at Lpl Financial LLC in Georgetown, DE and has over 10 years of experience in the finance industry. Glenn Sweeten 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# 6118139
Eagle Strategies LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Georgetown, DE | Mar 2024 - Current | < 1 |
| Edward Jones | St Louis, MO | Jan 2015 - Mar 2024 | 9 |
| New Jersey Army National Guard | Fort Dix, NJ | Feb 2005 - Nov 2015 | 10 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2015 | < 1 |
| Morgan Stanley | Media, PA | Dec 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- DE
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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