Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Claris Glidewell is a financial advisor registered with LPL Financial LLC. David has been working in the financial services industry since 1971. David has held previous registrations with Investment Centers of America, Inc., Signator Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company. David is licensed in several states including Montana, Washington, Illinois, Indiana, and Maine. David holds licenses including Series 63, Series 65, Series 24, Series 6TO, Series 7TO, and SIE. David offers a wide range of financial planning services including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
MT
11/29/2017 - Present
LPL Financial LLC (Missoula MT)
MT
04/30/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Missoula MT)
MT
09/27/1999 - 04/30/2015
SIGNATOR FINANCIAL SERVICES, INC. (MISSOULA MT)
IN
03/24/1971 - 02/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/24/1971 - 02/18/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 02/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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