Glenn Holmes is a registered investment advisor, based in Tampa, FL, with 18 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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 ActivitiesSells Insurance
Glenn is a partner and financial advisor at Concurrent Investment Advisors LLC dba T7 Legacy, dedicating full-time hours to managing client finances. He also works as an insurance agent for Fixed Insurance and PKSF, spending minimal time providing insurance advice.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations7 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.