TrueAdvisor
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GW
CFP
GW
CFP

Glenn Weyand

LPL Enterprise, LLC
31 Years of Experience
Jacksonville, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Glenn Weyand is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Jacksonville, FL, with 31 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8777 San Jose Blvd, Suite A-202, Jacksonville, FL, 32217

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History

Regulatory History (3)
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.
Regulatory
June 2011
Final
Criminal
January 1988
Final Disposition
Criminal
October 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
September 2016 - November 2024 · 8 yrs 2 mos
Pruco Securities, LLC.Broker
September 2016 - November 2024 · 8 yrs 2 mos
Investment Advisors
March 2008 - September 2016 · 8 yrs 6 mos
Proequities, INC.Broker
March 2008 - September 2016 · 8 yrs 6 mos
Bull & Bear Capital Advisors, INC.
November 2004 - March 2008 · 3 yrs 4 mos
Bull & Bear Brokerage Services, INC.Broker
October 2003 - March 2008 · 4 yrs 5 mos
Spc
May 2003 - October 2003 · 5 mos
Sammons Securities Company, LLCBroker
February 2002 - October 2003 · 1 yr 8 mos
Walnut Street Securities, INC.Broker
December 1999 - February 2002 · 2 yrs 2 mos
First American National Securities, INC.Broker
February 1985 - May 1989 · 4 yrs 3 mos
State Registrations2 states
FLVA
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.
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