David GlatzCRD Number: 3160848
Current Firm: H.d. Vest Advisory Services, Inc.
David Glatz (CRD# 3160848) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.
Anthony Investment Management, LLC
Wesbanco Securities, Inc.
Lpl Financial LLC
|Wv Northern Community College||Wheeling, WV||Sep 2016 - Current||1|
|Glatz & Obecny, Pplc||Wheeling, WV||Sep 2011 - Current||6|
|H.d. Vest Investment Services||Wheeling, WV||Nov 1998 - Current||19|
|Obecny & Company Pllc||Wheeling, WV||Jan 2013 - Jan 2017||4|
|Glatz & Obecny, Pllc||Wheeling, WV||Dec 1995 - Dec 2012||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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