Glenn Livingston
Glenn Livingston is a registered investment advisor at LPL Financial LLC, based in Owings Mills, MD, with 23 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
300 Redland Court Ste 304, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business Activities
Glenn operates Livingston Financial Group and Livingston Tax Solutions, both investment-related businesses. He also owns GL&ML, LLC, which is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Pmg Securities CorporationBroker
State Registrations48 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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