Glen Calkins, financial advisor Novato CA
93 score

Glen Calkins

CRD Number: 3121187
Current Firm: Western International Securities

Glen Calkins (CRD# 3121187) is an Investment Advisor Representative working at Western International Securities in Novato, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Jun 2016 - Current < 1
Protected Investors Of America Novato, CA Aug 1998 - Jun 2016 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Glen S. Calkins
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • AZ
  • CT
  • DC
  • GA
  • IA
  • LA
  • MA
  • MI
  • MN
  • MT
  • NV
  • PA
  • TX
  • UT
  • WA
  • HI
  • CA
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $264,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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

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