Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lane Glover is an investment advisor representative with Concorde Asset Management, LLC. Gary has been in the financial services industry since 1987, has two state exam licenses, four product exam licenses, and three principal exam licenses. Gary is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Gary is also registered to sell securities in Georgia and South Carolina. Gary is the Managing Director of Glover Wealth Management, LLC and is based in Lawrenceville, Georgia. Gary works with a variety of clients, including individuals, families, trusts, businesses, and pension plans. Gary provides a range of financial services including financial planning, investment management, and insurance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
GA
03/29/2019 - Present
Concorde Asset Management, LLC (Lawrenceville GA)
GA
11/18/2011 - 01/12/2016
STERNE AGEE FINANCIAL SERVICES, INC. (John's Creek GA)
GA
05/30/2008 - 11/01/2011
MORGAN KEEGAN & COMPANY, INC. (ALPHARETTA GA)
GA
10/10/2003 - 06/04/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (DULUTH GA)
NY
04/21/1987 - 10/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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