Glenn Burdette Wealth Management, LLC

Glenn Burdette Wealth Management, LLC (CRD# 159906) is a financial advisory firm headquartered in San Luis Obispo, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
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.

CA

Financial Advisors at Glenn Burdette Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David J. Merlo
CRD#: 6020726
1150 Palm Street, San Luis Obispo, CA 93401
93
Wealthminder
score

David Merlo (CRD# 6020726) is an Investment Advisor Representative working at Glenn Burdette Wealth Management, LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.

2
Daniel J. O'hare
CRD#: 6020728
1150 Palm Street, San Luis Obispo, CA 93401
93
Wealthminder
score

Daniel O'hare (CRD# 6020728) is an Investment Advisor Representative working at Glenn Burdette Wealth Management, LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.

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