Michael McGlamery (CRD# 6188001) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 8 years of experience in the finance industry. Michael McGlamery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tucson, AZ | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Aug 2019 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Aug 2019 - Current | 4 |
| Davis Distributors, LLC | Tucson, AZ | Apr 2015 - Aug 2019 | 4 |
| Transamerica Financial Advisors, Inc. | Tucson, AZ | Jul 2014 - Apr 2015 | < 1 |
| Meditunion | Tucson, AZ | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
- AZ
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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