Derrick Glencer, financial advisor West Bloomfield MI
93 score

Derrick Glencer

CRD Number: 4538204
Current Firm: Lpl Financial LLC

Derrick Glencer (CRD# 4538204) is an Investment Advisor Representative working at Lpl Financial LLC in West Bloomfield, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Sha Retirement Group West Bloomfield, MI May 2015 - Current 1
Lpl Financial LLC West Bloomfield, MI Oct 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Derrick J. Glencer
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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