Unclaimed
Armand Patrick Glassman is a financial advisor registered with LPL Financial LLC. Armand is also a Certified Financial Planner. Armand has been a financial advisor since 1991. He began his career in Cumming, Georgia. He has worked at several firms throughout his career, including Resource Horizons Investment Advisory, Kovack Securities Inc., Triad Advisors, Inc., and Infinite Asset Management. Armand specializes in various areas, including investment management, financial planning, and pension consulting. Armand also offers educational seminars and selection of other advisors. His current firm, LPL Financial LLC, is a registered investment advisor with over $50 billion in assets under management. The firm provides a variety of investment services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
08/28/2023 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
12/01/2014 - 09/15/2020
TRIAD ADVISORS LLC (Alpharetta GA)
GA
10/15/2014 - 12/04/2014
KOVACK SECURITIES INC. (ALPHARETTA GA)
GA
02/12/2010 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (ALPHARETTA GA)
BOTH
Issued 03/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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