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Glen Russell Carpenter

ZWJ Investment Counsel Inc.

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About Glen Russell Carpenter

Glen Carpenter is a financial advisor with Zwj Investment Counsel Inc., based in Atlanta, GA. Glen has over 15 years of experience in the financial industry. Glen is a Chartered Financial Analyst and holds the Series 7 designation. Zwj Investment Counsel Inc. provides financial advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Glen Carpenter specializes in providing financial planning, portfolio management, and investment advice.

Firm Information

Glen Carpenter is currently registered with ZWJ Investment Counsel Inc.. ZWJ Investment Counsel Inc. is an investment advisor headquartered in Atlanta, Georgia with 12 investment adviser representatives. They provide portfolio management for individuals, businesses, and investment companies, as well as financial planning and selection of other advisers. They manage over $3.54 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. They also participate in wrap fee programs.
ZWJ Investment Counsel Inc.

75 14TH STREET NE

ATLANTA, GA 30309-7604

$3.54B

Assets Under Management

Not reported

Total Clients

11

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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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 Carpenter’s Registration & Firm History

GA

09/22/2011 - Present

ZWJ Investment Counsel Inc. (ATLANTA GA)

CA

12/01/2005 - 02/13/2007

LEGG MASON INVESTOR SERVICES, LLC (SAN FRANCISCO CA)

NY

12/14/2004 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Glen Russell Carpenter. Review regulatory record here.
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