Glenn Van Gieson (CRD# 1218221) is an Investment Advisor Representative working at Penn First Advisors in East Stroudsburg, PA and has over 34 years of experience in the finance industry. Glenn Van Gieson 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.
CRD# 3200517
Lpl Financial LLC
CRD# 1667177
Lpl Financial LLC
CRD# 2516936
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penn First Advisors, Inc. | East Stroudsburg, PA | Aug 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
- PA
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Total Assets Under Management4MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$191,693
- 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
PA
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