Douglas PackardCRD Number: 2839002
Current Firm: Dennis Glynn, Cpa
Douglas Packard (CRD# 2839002) is an Investment Advisor Representative working at Dennis Glynn, Cpa in Rocky Hill, CT and has over 26 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Dennis Glynn & Co,cpas||Cromwell, CT||Jul 2009 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management34MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$346,939
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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