David
Glidewell

Lpl Financial LLC

CRD#223133
Investment Advisor
in Missoula, MT

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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

Series 63, Series 65

Years of Experience

40 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1750 South Ave West
Missoula, MT 59801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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
  • Other

David Glidewell Work History

David has 40 years of experience.

2017 - Present (4 years)

Lpl Financial, LLC

1980 - Present (41 years)

Glidewell Insurance Agency, Inc

2015 - 2017 (2 years)

Investment Centers Of America

Disclosures

David Glidewell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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