Glen Russell Carpenter
Investment adviser representative at Zwj Investment Counsel Inc
19 yearsExperience
1 stateRegistered in
CFADesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Zwj Investment Counsel IncOct 2007 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Zwj Investment Counsel Inc
$4.2BAssets managed
1,058Clients
13Advisers
45 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4855727
- Firm CRD
- 110397