Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity 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.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Four Advisory Services, LLC | Dallas, TX | Aug 2022 - Current | 1 |
| Mid-atlantic Securities, Inc. | Raleigh, NC | May 2021 - Current | 2 |
| Chesapeake Financial Group, Inc. | Williamsburg, VA | Dec 2013 - May 2021 | 7 |
- VA
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Total Assets Under Management4,330MILLIONS
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Total Number of Accounts11,667ACCOUNTS
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Average Account Value$371,111
- A percentage of assets under your management
- Hourly charges
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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