Loren Glaser is a CFP-designated registered investment advisor at Wesbanco Securities, INC., based in Bowie, MD, with 26 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1525 Pointer Ridge Place, Bowie, MD, 20716
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Loren is a VP & Senior Investment Officer/Portfolio Manager for Trust Investments at WesBanco Trust.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
P.J. Robb Variable CorporationBroker
Underwriters Equity CorporationBroker
John Hancock Distributors LLCBroker
John Hancock Funds, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
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