Rory GlennCRD Number: 4558990
Current Firm: Citizens Securities, Inc.
Rory Glenn (CRD# 4558990) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stamford, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Citizens Bank||Paoli, PA||Jan 2010 - Current||8|
|Citizens Securities Inc.||Paoli, PA||Jan 2010 - Current||8|
|Wachovia Bank, N.a.||Malvern, PA||Jun 2006 - Jan 2010||3|
|Wachovia Securities, LLC||Malvern, PA||Jun 2006 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, 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