J. Brian Glaze (CRD# 5373140) is an Investment Advisor Representative working at Avantax Advisory Services in Graham, NC and has over 16 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Graham, NC | Sep 2022 - Current | 1 |
| Avantax Insurance Agency LLC | Graham, NC | Sep 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Graham, NC | Sep 2022 - Current | 1 |
| Bglw Llc Dba Envision Wealth Partners | Graham, NC | Dec 2014 - Current | 9 |
| Ifg Advisory, LLC | Graham, NC | Feb 2015 - Aug 2022 | 7 |
| Lpl Financial LLC | Graham, NC | Dec 2012 - Aug 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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