Joseph Glowka (CRD# 5687308) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Berlin, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Lincoln Financial Securities, Inc. | New Britain, CT | Nov 2017 - Jun 2021 | 3 |
| Jl Glowka | New Britain, CT | Jun 2009 - Nov 2017 | 8 |
| Invest Financial Corp. | Tampa, FL | Oct 2015 - May 2017 | 1 |
| Us Security Associates | Meriden, CT | Jun 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CT
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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