Glennel Warren, financial advisor Mililani HI
93 score

Glennel Warren

CRD Number: 5413102
Current Firm: Lpl Financial LLC

Glennel Warren (CRD# 5413102) is an Investment Advisor Representative working at Lpl Financial LLC in Mililani, HI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Haleiwa, HI Feb 2013 - Current 3
American Savings Bank Haleiwa, HI Feb 2013 - Current 3
Park Avenue Securities Honolulu, HI Jan 2013 - May 2013 < 1
Guardian Life Ins Company Honolulu, HI Jun 2010 - Apr 2013 2
Signator Investors Inc. Honolulu, HI Jun 2010 - Jul 2010 < 1
John Hancock Honolulo, HI Jul 2009 - Jun 2010 < 1
Hawaii Pacific University Honolulu, HI Mar 2008 - May 2009 1
Wyland Galleries Haleiwa, HI Oct 2007 - May 2008 < 1
Merrill Lynch Honolulu, HI Aug 2007 - Dec 2007 < 1
Forgetting Sarah Marshall Productions Los Angeles, CA Mar 2007 - May 2007 < 1
Ola At Turtle Bay Kahuku, HI Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Glennel Warren
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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