Lpl Financial LLC
About this Advisor
David Glidewell is an advisor whose office is in Missoula, Montana. Currently an investment advisor with Lpl Financial LLC, they have accrued a notable 40 years of professional experience in the financial advisory industry. Glidewell holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Glidewell is able to work with customers based out of Montana. Their career trajectory has included roles at Glidewell Insurance Agency, Inc, Investment Centers Of America and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Missoula, Montana, and operates out of 9,519 other offices across the country. As an advisory firm, Lpl Financial LLC manages $208 billion in assets across 892,326 client accounts and employs more than 23,035 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 28% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
- Educational seminars/workshops
David Glidewell Work History
David has 40 years of experience.
Lpl Financial, LLC
Glidewell Insurance Agency, Inc
Investment Centers Of America
David Glidewell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL