Alan Glenn is a registered investment advisor, based in Mount Pleasant, SC, with 17 years of industry experience.
Location
235 Macgrath Darby, Fl 3, Mount Pleasant, SC, 29464
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
June 2022 - Present · 4 yrs 3 mos
Truist Advisory Services, INC.
June 2022 - Present · 4 yrs 3 mos
Truist Investment Services, INC.Broker
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Advice and Planning Services
August 2020 - June 2022 · 1 yr 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2020 - June 2022 · 2 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - June 2019 · 2 yrs 3 mos
Msi Financial Services, INC.Broker
March 2014 - March 2017 · 3 yrs
UBS Financial Services INC.
November 2009 - March 2014 · 4 yrs 4 mos
UBS Financial Services INC.Broker
June 2009 - March 2014 · 4 yrs 9 mos
E*trade Securities LLCBroker
September 2006 - July 2008 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.