Glen ThomasCRD 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.
Cfs Investment Advisory Services LLC
Gci Financial Group
|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|
Total Assets Under Management379MILLIONS
Total Number of Accounts1,228ACCOUNTS
Average Account Value$308,515
- 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)
CA, CT, FL, MD, NC, NH, NJ, NY, PA, SC, TX
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