Kevin GlynnCRD Number: 1364131
Current Firm: Merriman
Kevin Glynn (CRD# 1364131) is an Investment Advisor Representative working at Merriman in Spokane, WA and has over 31 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Merriman Wealth Management, LLC||Spokane, WA||Apr 2016 - Current||< 1|
|Summit Capital Management LLC||Spokane, WA||Oct 2013 - Mar 2016||2|
|The Investment Center, Inc,||Liberty Lake, WA||Jun 2009 - Oct 2013||4|
|Ic Advisory Services Inc.||Liberty Lane, WA||Jun 2009 - Oct 2013||4|
|Morgan Stanley Smith Barney||Coeur D'alene, ID||Jun 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Coeur Dalene, ID||Jan 2007 - Jun 2009||2|
|D.a. Davidson & Company||Coeur D'alene, ID||Apr 1996 - Jan 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management2,209MILLIONS
Total Number of Accounts5,166ACCOUNTS
Average Account Value$427,546
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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