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Glen Alan Michel

Advanced Portfolio Strategies

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About Glen Alan Michel

Glen Michel is an investment advisor representative registered with the state of California. Glen works for Advanced Portfolio Strategies in Torrance, California. Glen's primary focus is on providing financial planning services and portfolio management for individuals, businesses, and pension plans. Glen has been in the financial services industry since 2005.

Firm Information

Glen Michel is currently registered with Advanced Portfolio Strategies. Advanced Portfolio Strategies is an investment advisory firm based in Torrance, CA. The firm manages over $127 million in assets for individuals, corporations, and pension plans. Services include financial planning, pension consulting, educational seminars, and portfolio management. They are registered with the SEC and have a total of 4 licensed agents and 4 investment adviser representatives.
Advanced Portfolio Strategies

3625 DEL AMO BLVD

TORRANCE, CA 90503

$127.75M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Michel’s Registration & Firm History

CA

10/31/2016 - Present

Advanced Portfolio Strategies (TORRANCE CA)

CA

02/10/2011 - 11/10/2016

MML INVESTORS SERVICES, LLC (TORRANCE CA)

CA

06/15/2005 - 01/19/2011

NYLIFE SECURITIES LLC (TORRANCE CA)

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Licenses & Designations

IA

Issued 04/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Glen Alan Michel. Review regulatory record here.
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