Michael Glennon
Michael Glennon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, SC, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
850 Morrison Dr, Suite 900, Charleston, SC, 29403
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business Activities
Michael works as a financial advisor for both Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank since 2022. He dedicates about half of his time to each role, building relationships, seeking prospects, meeting with clients, and managing investment accounts.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
National Financial Services LLCBroker
State Registrations6 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.