Kevin GladCRD 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|No Small Dreams||Orem, UT||Feb 2014 - Current||3|
|Personal Cheesecakes||West Jordan, UT||Jan 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||South Jordan, UT||Jan 2012 - Current||5|
|Academy Mortgage Company||Sandy, UT||Nov 2009 - Current||7|
|Grade Small Business Solutions||West Jordan, UT||Jan 2009 - Current||8|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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