Glenn Weyand
Glenn Weyand is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Jacksonville, FL, with 30 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
8777 San Jose Blvd, Suite A-202, Jacksonville, FL, 32217
Get directionsHistory
Regulatory History (3)
Regulatory
June 2011Criminal
January 1988Criminal
October 1975Other Business ActivitiesSells Insurance
Glenn is a referral agent for Watson Referral Realty, Inc. and an agent for Crabtree Ins & Fin'l Solutions selling health insurance, dedicating minimal time and a few hours per week, respectively. He also operates Alpha Wealth Group as a DBA for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Investment Advisors
Proequities, INC.Broker
Bull & Bear Capital Advisors, INC.
Bull & Bear Brokerage Services, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations2 states
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.