Michael McGlameryCRD Number: 6188001
Current Firm: Cuna Brokerage Services, Inc.
Michael McGlamery (CRD# 6188001) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tucson, AZ and has over 6 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.
Ubs Financial Services Inc.
First Heartland Consultants, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2019 - Current||2|
|Cuna Mutual Group||Waverly, IA||Aug 2019 - Current||2|
|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|
|Mcglamery Longley Wealth Management LLC||Tucson, AZ||Mar 2013 - Dec 2013||< 1|
|Berwick Insurance Group LLC||Tucson, AZ||Nov 2011 - Mar 2013||1|
|Tucson Orthopaedic Institute||Tucson, AZ||Jan 2010 - Nov 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2015|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- 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)
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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