Joseph Glaze, financial advisor Graham NC
93 score

Joseph Glaze

CRD Number: 5373140
Current Firm: Ifg Advisory, LLC

Joseph Glaze (CRD# 5373140) is an Investment Advisor Representative working at Ifg Advisory, LLC in Graham, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ifg Advisory, LLC Graham, NC Feb 2015 - Current 1
Lpl Financial LLC Graham, NC Dec 2012 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA Aug 2007 - Dec 2012 5
Suntrust Bank Mebane, NC Feb 1999 - Jun 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Joseph B. Glaze
Phone Number: 770-353-6317
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    3,848
    ACCOUNTS
  • Average Account Value
    $186,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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