Glen Thomas, financial advisor Sparta NJ
96 score

Glen Thomas

CRD Number: 1858079
Current Firm: Sterling Financial Planning Inc.

Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sterling Financial Planning Inc. Sparta, NJ Mar 2001 - Current 15
Sterling Financial Group, Inc. Sparta, NJ Feb 2001 - Current 15
National Planning Corporation Sparta, NJ Mar 2001 - Dec 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
Contact Info for Glen A. Thomas
Phone Number: 973-729-1234
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    379
    MILLIONS
  • Total Number of Accounts
    1,228
    ACCOUNTS
  • Average Account Value
    $308,515
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, MD, NC, NH, NJ, NY, PA, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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