Glenn ReisCRD Number: 1172517
Current Firm: Girard Securities, Inc.
Glenn Reis (CRD# 1172517) is an Investment Advisor Representative working at Girard Securities, Inc. in Monterey, CA and has over 33 years of experience in the finance industry.
J.p. Morgan Securities LLC
Cetera Advisors LLC
Monterey Private Wealth, Inc.
|Girard Securities, Inc.||Carmel, CA||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
- Regulatory Event
Total Assets Under Management646MILLIONS
Total Number of Accounts3,210ACCOUNTS
Average Account Value$201,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV