Glen KauffmanCRD Number: 1364121
Current Firm: Everence Trust Company
Glen Kauffman (CRD# 1364121) is an Investment Advisor Representative working at Everence Trust Company in Harrisonburg, VA and has over 25 years of experience in the finance industry.
Barkey Financial, LLC
|Everence Trust Company||Goshen, IN||Mar 2007 - Current||10|
|Proequities, Inc.||Harrisonburg, VA||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S65||NASAA Investment Advisors Law Examination||Sep 1991|
Total Assets Under Management1,307MILLIONS
Total Number of Accounts3,721ACCOUNTS
Average Account Value$351,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SD, VA, WI, WV
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