Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glori? Claim Your ProfileGlori Crumpley is a financial advisor at Davies Financial Advisors, Inc. Glori has been working in the financial services industry since 2001 and holds Series 63, Series 66, and Series 7 securities licenses. Glori has experience working with individuals, corporations, and charitable organizations. Glori specializes in financial planning, portfolio management, and providing consulting services. Glori is registered with the state of California and Texas. Glori's previous employers include Ameriprise Financial Services, LLC, Triad Advisors LLC, and Gramercy Securities, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
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CA
09/28/2022 - Present
Davies Financial Advisors, Inc. (MURRIETA CA)
CA
05/24/2019 - 06/03/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Fallbrook CA)
CA
03/01/2019 - 05/14/2019
TRIAD ADVISORS LLC (Lake Forest CA)
CA
11/21/2016 - 02/06/2019
GRAMERCY SECURITIES, INC. (DANA POINT CA)
CA
04/07/2011 - 11/14/2016
FMN CAPITAL CORPORATION (MISSION VIEJO CA)
CA
05/16/2005 - 01/06/2010
GIRARD SECURITIES, INC. (IRVINE CA)
CA
06/11/2001 - 04/29/2005
HOLLENCREST CAPITAL MANAGEMENT (NEWPORT BEACH CA)
BOTH
Issued 05/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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