Glenn Stephenson, financial advisor Lebanon NJ
96 score

Glenn Stephenson

CRD Number: 1412986
Current Firm: Ibex Wealth Advisors, LLC

Glenn Stephenson (CRD# 1412986) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Lebanon, NJ and has over 30 years of experience in the finance industry. Glenn Stephenson 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
Ibex Wealth Advisors, LLC Lebanon, NJ Jan 2014 - Current 2
Lpl Financial LLC Lebanon, NJ Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Glenn E. Stephenson
Phone Number: 908-892-0415
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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