Grant Glenn, financial advisor Denver CO
96 score

Grant Glenn

CRD Number: 5604413
Current Firm: Lpl Financial LLC

Grant Glenn (CRD# 5604413) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 7 years of experience in the finance industry. Grant 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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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Golden, CO Nov 2016 - Current 1
Lpl Financial, LLC Steamboat Springs, CO Nov 2014 - Oct 2016 1
Red Rocks Capital Golden, CO Mar 2014 - Sep 2014 < 1
J.p. Morgan Institutional Investments Inc. Englewood, CO Sep 2011 - Mar 2014 2
J.p. Morgan Retirement Plan Services LLC Englewood, CO Sep 2011 - Mar 2014 2
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Nov 2010 - Sep 2011 < 1
Tiaa Denver, CO Nov 2010 - Sep 2011 < 1
Oppenheimerfunds Distributor, Inc. Centennial, CO Oct 2008 - Nov 2010 2
Cb & Potts Greenwood Village, CO Sep 2008 - Nov 2008 < 1
American Income Life Denver, CO Jun 2008 - Aug 2008 < 1
Colorado State University Fort Collins, CO Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Grant S. Glenn
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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