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Todd Glenn

29 Years of Experience
Liverpool, NY
BrokerSells Insurance

Todd Glenn is a registered investment advisor, based in Liverpool, NY, with 29 years of industry experience.

Location

404 Old Liverpool Road, Liverpool, NY, 13088

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Todd is a financial advisor at LG Wealth Management LLC, starting in May 2025, and dedicates minimal time to insurance-related activities. He spends a few hours per week on insurance/benefits/human resources and minimal time on trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Ibn Financial Services, INC
July 2014 - June 2025 · 10 yrs 11 mos
Ibn Financial Services, INC.Broker
June 2014 - June 2025 · 11 yrs
LPL Financial LLC
August 2011 - June 2014 · 2 yrs 10 mos
LPL Financial LLCBroker
August 2011 - June 2014 · 2 yrs 10 mos
Chase Investment Services CORP.
October 2008 - August 2011 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
October 2008 - August 2011 · 2 yrs 10 mos
Citigroup Global Markets INC.
May 2007 - October 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2008 · 1 yr 5 mos
Citicorp Investment Services
September 2004 - May 2007 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
July 1999 - May 2007 · 7 yrs 10 mos
Dean Witter Reynolds INC.Broker
November 1996 - December 1997 · 1 yr 1 mo
Stratton Oakmont INC.Broker
November 1995 - October 1996 · 11 mos
Windsor Reynolds Securities, INC.Broker
August 1995 - November 1995 · 3 mos
Stratton Oakmont INC.Broker
June 1995 - August 1995 · 2 mos
State Registrations4 states
FLLANJNY
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.
Todd Glenn - Financial Advisor | TrueAdvisor