Steven Glenn, financial advisor Jacksonville FL
96 score

Steven Glenn

CRD Number: 1067572
Current Firm: Mml Investors Services, LLC

Steven Glenn (CRD# 1067572) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jacksonville, FL and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Jacksonville, FL Sep 2012 - Current 4
Mass Mutual Jacksonville, FL Jun 2012 - Current 4
None Fleming Isalnd, FL Jul 2012 - Aug 2012 < 1
Ohio National Equities Inc. Cincinnati, OH Aug 2010 - Jun 2012 1
Ohio National Financial Services Cincinnati, OH Aug 2010 - Jun 2012 1
Princor Financial Services Corporation Fleming Island, FL Feb 2009 - Aug 2010 1
Lincoln Financial Distributors Radnor, FL Jan 2008 - Feb 2009 1
The Glenn Planning Group, Inc. Orange Park, FL Jan 1980 - Feb 2009 29
Ubs Financial Services Inc. Weehawken, NJ Apr 1998 - Nov 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Contact Info for Steven C. Glenn
Phone Number: (413)737-8400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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