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Victor Brad Glenn is a financial advisor registered with Avantax Advisory Services. Victor Brad Glenn is based in Amarillo, TX. Victor Brad Glenn has been in the financial services industry since 10/3/2000. Victor Brad Glenn has a Series 6, Series 7, Series 63, and Series 65 licenses. Victor Brad Glenn also has a SIE license. Victor Brad Glenn is a Registered Representative and Investment Advisor Representative. Victor Brad Glenn specializes in providing financial advice to individuals, businesses, and corporations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/14/2005 - Present
Avantax Advisory Services (AMARILLO TX)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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