Glenn Capalbo (CRD# 4084202) is an Investment Advisor Representative working at Avantax Advisory Services in West Warwick, RI and has over 24 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Warwick, RI | Jul 2002 - Current | 21 |
| Glenn A Capalbo, Cpa | Warwick, RI | Jan 2001 - Current | 23 |
| Avantax Advisory Services | Warwick, RI | Apr 2000 - Current | 24 |
| Avantax Investment Services, Inc. | Warwick, RI | Oct 1999 - Current | 24 |
| Capalbo & Egan, LLP | Warwick, RI | Nov 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- RI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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