Todd Glick (CRD# 7444696) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has 1 year of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenberg Financial Group | Tucson, AZ | Jun 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Phoenix, AZ | Mar 2022 - Jun 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2021 - Feb 2022 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2019 - Oct 2021 | 2 |
| Troon Country Club | Scottsdale, AZ | Mar 2018 - Sep 2021 | 3 |
| El Conquistador Golf | Oro Valley, AZ | Mar 2018 - Jun 2019 | 1 |
| Student | Tucson, AZ | Aug 2011 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- AZ
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts869ACCOUNTS
-
Average Account Value$296,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, FL
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