Claudia
Glover
Kestra Advisory Services, LLC
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About this Advisor
Claudia Glover is a certified financial planner based in Lutherville Timonium, Maryland who has 1 year of relevant experience. Glover is an employee of Kestra Advisory Services, LLC. Throughout their career, Glover has worked at Wells Fargo Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing Services, LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Glover has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Kestra Advisory Services, LLC is a financial advisory firm operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets between its 140,407 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services are offered. However, fees charged by Kestra Advisory Services, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Claudia Glover Work History
Claudia has been registered as a financial advisor for 1 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network LLC
*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 Claudia Glover 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 Kestra Advisory Services, LLC
Lutherville Timonium, MD
Lincoln, NE
Austin, TX
Saint Paul, MN
Canton, OH
Austin, TX
Paramus, NJ
Saint Augustine, FL
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.
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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.
