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Glenn Gardiner

28 Years of Experience
San Diego, CA
Broker

Glenn Gardiner is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

10150 Meanley Drive, First Floor, San Diego, CA, 92131

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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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Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.Broker
August 2024 - May 2025 · 9 mos
Cuso Financial Services, L.P.
August 2024 - May 2025 · 9 mos
PNC Investments
November 2023 - August 2024 · 9 mos
PNC InvestmentsBroker
November 2023 - August 2024 · 9 mos
TD Private Client Wealth LLC
November 2022 - November 2023 · 1 yr
TD Private Client Wealth LLCBroker
November 2022 - November 2023 · 1 yr
Fidelity Personal and Workplace Advisors
August 2020 - November 2022 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2020 - October 2022 · 2 yrs 3 mos
Citizens Securities, INC.Broker
April 2019 - July 2020 · 1 yr 3 mos
Citizens Investment Services
April 2019 - July 2020 · 1 yr 3 mos
Cuso Financial Services, L.P.
August 2006 - March 2019 · 12 yrs 7 mos
Cuso Financial Services, L.P.Broker
August 2006 - March 2019 · 12 yrs 7 mos
Cco Investment Services CORP.
November 2004 - August 2006 · 1 yr 9 mos
Cco Investment Services CORP.Broker
November 2004 - August 2006 · 1 yr 9 mos
Mbsc, LLC
October 2002 - November 2004 · 2 yrs 1 mo
Mbsc, LLCBroker
October 2002 - November 2004 · 2 yrs 1 mo
Dreyfus Service Corporation
August 2002 - December 2002 · 4 mos
Dreyfus Service CorporationBroker
October 2001 - December 2002 · 1 yr 2 mos
Dreyfus Financial Services CorporationBroker
April 1998 - December 2000 · 2 yrs 8 mos
Dreyfus Investment Services Company, LLCBroker
March 1998 - July 2002 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
July 1995 - August 1996 · 1 yr 1 mo
State Registrations1 state
PA
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.
Glenn Gardiner - Financial Advisor | TrueAdvisor