Davis, Glenn, & Glover Wealth Management Services, LLC

Davis, Glenn, & Glover Wealth Management Services, LLC (CRD# 172082) is a financial advisory firm headquartered in Dallas, TX. They manage $62,528,617 in 220 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $284,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Davis, Glenn, & Glover Wealth Management Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kevin E. Davis
CRD#: 1295560
9330 Lbj Freeway, Suite 1020, Dallas, TX 75243
96
Wealthminder
score

Kevin Davis (CRD# 1295560) is an Investment Advisor Representative working at Davis, Glenn, & Glover Wealth Management Services, LLC in Dallas, TX and has over 32 years of experience in the finance industry. Kevin Davis 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.

2
Henri Glover
CRD#: 4507460
14160 Dallas Parkway, Suite 425, Dallas, TX 75254
93
Wealthminder
score

Henri Glover (CRD# 4507460) is an Investment Advisor Representative working at Davis, Glenn, & Glover Wealth Management Services, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

3
Robert B. Glenn
CRD#: 1110453
14160 Dallas Parkway, Suite 425, Dallas, TX 75254
46
Wealthminder
score

Robert Glenn (CRD# 1110453) is an Investment Advisor Representative working at Davis, Glenn, & Glover Wealth Management Services, LLC in Dallas, TX and has over 34 years of experience in the finance industry. Robert Glenn 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.

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