Armand
Glassman
Wealth Enhancement & Preservation
Answer a few questions and
get matched with an advisor.
About this Advisor
Armand Glassman is a certified financial planner operating in Alpharetta, Georgia with a total of 9 years of industry experience. Glassman is an employee of Wealth Enhancement & Preservation. Over the course of their career, they have held roles at Resource Horizons Group LLC, Glassman Consulting Services, Resource Horizons Investment Advisory, Kovack Securities Inc, Triad Advisors, Inc and Infinite Asset Management. Glassman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Wealth Enhancement & Preservation is an advisory company based out of Alpharetta, GA. The investment advisory business has offices in two locations and a total of 15 financial advisors. It handles $185 million in assets among its 1,368 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,368 customer accounts, 53% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wealth Enhancement & Preservation performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Wealth Enhancement & Preservation most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealth Enhancement & Preservation Brokerage Details
$185,000,000
15
1,368
$135,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Armand Glassman Work History
Armand has been registered as a financial advisor for 9 years.*
Triad Advisors, Inc
Infinite Asset Management
Glassman Consulting Services
Kovack Securities Inc
Resource Horizons Group LLC
Resource Horizons Investment Advisory
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Armand Glassman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement & Preservation
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.