Glenn Wilkinson
Glenn Wilkinson is a registered investment advisor at LPL Financial LLC, based in Wilmington, NC, with 35 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Wilmington, NC
Get directionsHistory
Regulatory History (6)
Financial
February 2020Financial
December 2018Financial
September 2017Customer Dispute
July 2004Employment Separation After Allegations
March 2004Customer Dispute
February 2003Other Business Activities
Glenn operates Carolina Wealth Advisors Inc. as a DBA for his LPL business, dedicating about half of his time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ifg Network Securities, INC.Broker
Ifg Network Securities, INC.Broker
Kavanaugh Securities, INC.Broker
State Registrations8 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.
Exams
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