GW
GW

Glenda Whitlock

42 Years of Experience
Peachtree City, GA
2 DisclosuresBroker

Glenda Whitlock is a registered investment advisor at Wells Fargo Advisors, based in Peachtree City, GA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2338 Hwy 54 W, Peachtree City, GA, 30269

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Denied
Customer Dispute
June 2002
Denied
Other Business Activities

Glenda is the president of Largin Co and has ownership stakes in several real estate holding companies and LLCs. She also serves as co-trustee for practice 401k plans and is part of a family limited partnership, dedicating nearly full-time hours to MEB LLC.

Employment History
Current Registrations
Wells Fargo Advisors
September 2008 - Present · 17 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Edward Jones
July 2007 - March 2008 · 8 mos
Edward JonesBroker
April 1983 - March 2008 · 24 yrs 11 mos
State Registrations33 states
ALARAZCACODCFLGAILKYLAMDMEMIMNMOMSNCNJNMNVNYOHOKORPASCTNTXUTVAVirgin IslandsWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Glenda Whitlock - Financial Advisor | TrueAdvisor