Glenn Wolfson, financial advisor Isleton CA

Glenn Wolfson

CRD Number: 5926295
Current Firm: Wolfson Wealth Management

Glenn Wolfson (CRD# 5926295) is an Investment Advisor Representative working at Wolfson Wealth Management in Isleton, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Brokers Isleton, CA Jan 2012 - Current 12
Wolfson Wealth Management Isleton, CA May 2011 - Current 12
Ceridian Minneapolis, MN Sep 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Glenn R. Wolfson
Phone Number: 916-769-0078
Registered State(s):
  • CA
Current Firm Details
Wolfson Wealth Management
Firm's CRD Number: 154034
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $222,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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