Kevin Glynn, financial advisor Spokane WA
93 score

Kevin Glynn

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kevin B. Glynn
Phone Number: 206-285-8877
Firm Website: http://www.merriman.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,209
    MILLIONS
  • Total Number of Accounts
    5,166
    ACCOUNTS
  • Average Account Value
    $427,546
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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