Glenda Callanen, financial advisor Santa Monica CA

Glenda Callanen

CRD Number: 1380108
Current Firm: Pfg Advisors

Glenda Callanen (CRD# 1380108) is an Investment Advisor Representative working at Pfg Advisors in Santa Monica, CA and has over 34 years of experience in the finance industry. Glenda Callanen 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Santa Monica, CA Dec 2016 - Current 4
Cue Financial Group, Inc.- Insurance Sales Santa Monica, CA Sep 1993 - Current 27
Glenda G. Callanen Santa Monica, CA Oct 1991 - Current 29
Foothill Securities, Inc. Santa Monica, CA Aug 2009 - Dec 2016 7
Bianca S. Jorge Trust Santa Monica, CA Mar 1999 - Oct 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for Glenda G. Callanen
Phone Number: (800) 405-8850
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,311
    MILLIONS
  • Total Number of Accounts
    5,146
    ACCOUNTS
  • Average Account Value
    $254,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WY

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