Glenn Wiggle (CRD# 2730675) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Sep 2015 - Current | 8 |
| Independent Solutions Wealth Management | Williamsville, NY | Jan 2008 - Current | 16 |
| Blackridge Asset Management, LLC | Williamsville, NY | Sep 2015 - Feb 2020 | 4 |
| Next Financial Group | Williamsville, NY | Jan 2000 - Aug 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- LA
- NY
- TX
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Total Assets Under Management954MILLIONS
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Total Number of Accounts5,873ACCOUNTS
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Average Account Value$162,409
- A percentage of assets under your management
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CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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