Glenna
Durwin
Avantax Advisory Services
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About this Advisor
Glenna Durwin is a financial advisor based out of Rochester, New York, with 1 year of industry experience. Durwin is an employee of Avantax Advisory Services. Over the course of their career, Durwin has held roles at Davie Kaplan Wealthcare Advisors, LLC, Monroe Capital, Inc, Macgregors' Grill & Tap Room, Mworks, Mapstone Veritas Financial Group, LLC, Ps Bank, Avantax Investment Services Inc, Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, LLC. Durwin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Avantax Advisory Services is an advisory business that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in assets between its 123,393 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which service is offered. Fee types billed by Avantax Advisory Services likely consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Glenna Durwin Work History
Glenna has been registered as a financial advisor for 1 years.*
Davie Kaplan Wealth Care Advisors, LLC
Avantax Investment Services Inc
Avantax Advisory Services
Davie Kaplan Wealthcare Advisors, LLC
Monroe Capital, Inc
Macgregors' Grill & Tap Room
Mworks
Mapstone Veritas Financial Group, LLC
Ps Bank
*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 Glenna Durwin 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 Avantax Advisory Services
Fort Worth, TX
Wilmington, DE
Mccordsville, IN
Irving, TX
Lansdale, PA
Ann Arbor, MI
Dallas, TX
Irving, TX
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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