Alan Glenn
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
12 years in the industry.
- Truist Advisory Services, Inc.Jun 2022 to now
- Truist Investment Services, IncJun 2022 to now
- TIAAJan 2020 to Jun 2022
- TIAA-CREF Individual & Institutional Services, LLCJan 2020 to Jun 2022
- UnemployedJun 2019 to Dec 2019
- MML Investors Services, LLCMar 2017 to Jun 2019
- Msi Financial Services, Inc.Mar 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 5098248
- Firm CRD
- 283390