Glenn Greenwood
Glenn Greenwood is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richmond, VA, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3761 Westerre Pkwy, Ste C, Richmond, VA, 23233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is the CEO and an independent insurance agent for Greenwood Financial Group, dedicating about 10-20% of his time. He also holds various other positions, including President of Richmond Financial Associates LLC, advisory rep for CIRA, chairman of the board for Fellowship of Christian Athletes Golf, vice-president of Greenwood Financial Group Golf, condo owner, independent insurance agent for Employee Benefits Corporation of America, owner/independent insurance agent for G Douglas Greenwood and Associates, and president of Shoreline Villas HOA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
First Virginia Investment CorporationBroker
State Registrations29 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.