Grant GlennCRD Number: 5604413
Current Firm: Lpl Financial LLC
Grant Glenn (CRD# 5604413) is an Investment Advisor Representative working at Lpl Financial LLC in Steamboat Springs, CO and has over 5 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Wells Fargo Advisors, LLC
|Lpl Financial, LLC||Steamboat Springs, CO||Nov 2014 - Current||1|
|Red Rocks Capital||Golden, CO||Mar 2014 - Sep 2014||< 1|
|J.p. Morgan Institutional Investments Inc.||Englewood, CO||Sep 2011 - Mar 2014||2|
|J.p. Morgan Retirement Plan Services LLC||Englewood, CO||Sep 2011 - Mar 2014||2|
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Nov 2010 - Sep 2011||< 1|
|Tiaa||Denver, CO||Nov 2010 - Sep 2011||< 1|
|Oppenheimerfunds Distributor, Inc.||Centennial, CO||Oct 2008 - Nov 2010||2|
|Cb & Potts||Greenwood Village, CO||Sep 2008 - Nov 2008||< 1|
|American Income Life||Denver, CO||Jun 2008 - Aug 2008||< 1|
|Colorado State University||Fort Collins, CO||Aug 2004 - Jun 2008||3|
|Skybox Sports Grille||Salt Lake City, UT||May 2007 - Jul 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- 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
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