Unclaimed
Glenn Richard Carlson is a financial advisor at Brandes Investment Partners, LP. Glenn has been registered with the Securities and Exchange Commission since 1996 and is currently licensed as an investment advisor representative in California, Louisiana, and Texas. Glenn holds a Series 65 and a Series 63 license, and is also a CFA charterholder. Glenn's current position at Brandes Investment Partners, LP involves providing investment advice to individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/06/1996 - Present
Brandes Investment Partners, LP (La Jolla CA)
IA
Issued 08/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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