Kevin Glad, financial advisor South Jordan UT
93 score

Kevin Glad

CRD Number: 4446358
Current Firm: Transamerica Financial Advisors, Inc.

Kevin Glad (CRD# 4446358) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
No Small Dreams Orem, UT Feb 2014 - Current 2
Personal Cheesecakes West Jordan, UT Jan 2014 - Current 2
Transamerica Financial Advisors, Inc. South Jordan, UT Jan 2012 - Current 4
Academy Mortgage Company Sandy, UT Nov 2009 - Current 7
Grade Small Business Solutions West Jordan, UT Jan 2009 - Current 7
World Financial Group South Jordan, UT Jun 2001 - Current 15
Investment Advisors International, Inc. South Jordan, UT Nov 2007 - Jan 2012 4
World Group Securities, Inc. South Jordan, UT Apr 2002 - Jan 2012 9
Envision Lending Group Inc. South Jordan, UT Jun 2009 - Dec 2010 1
Innergy Lending South Jordan, UT Jul 2007 - Jun 2008 < 1
Consult Net South Jordan, UT Aug 2006 - Jun 2007 < 1
Mortgage Investors Inc. South Jordan, UT Apr 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Kevin M. Glad
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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

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