Unclaimed
Glen Malcolm MacCallum has been providing financial services for over 25 years. Glen has a broad range of experience working with a wide array of clients including individuals, families, businesses, and institutions. Glen is currently registered with LPL Financial LLC. Glen previously worked with Waddell & Reed, One Orchard Equities, Inc. and The Great-West Life Assurance Company. Glen is dedicated to helping his clients achieve their financial goals.
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
CO
07/21/2021 - Present
LPL Financial LLC (DENVER CO)
CO
04/12/2000 - 07/21/2021
WADDELL & REED (DENVER CO)
CO
01/03/1997 - 04/17/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/19/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 07/14/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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