Michael Glennon (CRD# 1782991) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charleston, SC and has over 21 years of experience in the finance industry.
CRD# 5195300
Coastal Wealth Advisors, LLC
Score
104
CRD# 5469964
First Citizens Investor Services, Inc.
Score
100
CRD# 6115213
Edward Jones
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bb&t Securities, LLC | Charleston, SC | Jan 2018 - Current | < 1 |
| Bbtis | Mt. Pleasant, SC | Aug 2017 - Current | < 1 |
| Bank Of America, N.a. | Charleston, SC | Nov 2013 - Aug 2017 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston, SC | Oct 2013 - Aug 2017 | 3 |
| Loan Simple | Mount Pleasant, SC | Aug 2013 - Oct 2013 | < 1 |
| Unemployed | Mount Pleasant, SC | Jul 2013 - Aug 2013 | < 1 |
| Honeywell Technology | Goose Creek, SC | Dec 2012 - Jul 2013 | < 1 |
| Unemployed | Mount Pleasant, SC | Dec 2011 - Nov 2012 | < 1 |
| Merrill Lynch | Charleston, SC | Sep 2009 - Nov 2011 | 2 |
| Glennon Properties | Mount Pleasant, SC | Aug 2004 - Sep 2009 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- SC
-
Total Assets Under Management18,055MILLIONS
-
Total Number of Accounts42,521ACCOUNTS
-
Average Account Value$424,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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