Bryan Glancy, financial advisor Independence OH

Bryan Glancy

CRD Number: 4425814
Current Firm: Spinnaker Financial Group, LLC

Bryan Glancy (CRD# 4425814) is an Investment Advisor Representative working at Spinnaker Financial Group, LLC in Independence, OH and has over 16 years of experience in the finance industry. Bryan Glancy 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.

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Professional Designations
Company Name Location Dates Years
Spinnaker Financial Group, LLC Independence, OH Oct 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Bryan D. Glancy
Phone Number: 888-615-4101
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $198,838
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
Types of Clients
Registered States

OH, TX

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