GD
CFP
GD
CFP

Glenn Anthony Drake

37 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only
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Location

1321 Generals Hwy Ste 300, Crownsville, MD, 21032

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History

Regulatory History (1)
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Customer Dispute
March 2012
Denied
Other Business Activities

Glenn operates his LPL business through CenterPoint Wealth Advisors and manages business entities GD3, Inc. and Drake-Kinzer Wealth Management LLC for tax/investment purposes. He also acts as a co-trustee for The Drake-Kinzer Wealth Management 401k, spending minimal time on this fiduciary role.

Employment History
Current Registrations
Apollon Financial, LLC
August 2025 - Present · 6 mos
LPL Financial LLCBroker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2020 - November 2025 · 5 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
July 1998 - January 2008 · 9 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
June 1990 - January 2008 · 17 yrs 7 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - June 1990 · 1 yr 1 mo
Drexel Burnham Lambert IncorporatedBroker
August 1988 - May 1989 · 9 mos
State Registrations32 states
AKALARAZCACOCTDCDEFLGAIDILKSMAMDMEMIMNNCNHNJNYORPASCTNTXVAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.