Matthew
Glova

Commonwealth Financial Network

CRD#5351548
Investment Advisor
in Raleigh, NC
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About this Advisor

Matthew Glova is a certified financial planner based out of Raleigh, North Carolina, with a total of 11 years of professional experience. Glova is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Sii, Commonwealth Financial Network and Life Time Asset Management, LLC. Glova holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Commonwealth Financial Network is a financial advisory business that has its headquarters in Raleigh, North Carolina. The company has offices in 1,090 locations and a total of 3,200 advisors. It administers $81 billion in total assets among its 335,560 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 223 charitable organizations. Of its 335,560 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs 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, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on the financial services. However, fee types charged by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4700 Homewood Court Suite 340
Raleigh, NC 27609

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

NC Average: $16,012,751,954
Total Number of Employees

3,350

NC Average: 118
Total Number of Accounts

388,288

NC Average: 4,567
Average Account Size

$219,462

NC Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Glova Work History

Matthew has 11 years of experience.

2011 - Present (8 years)

Commonwealth Financial Network

2010 - Present (9 years)

Life Time Asset Management, LLC

2010 - 2011 (1 year)

Commonwealth Financial Network

2007 - 2010 (3 years)

Sii

Disclosures

Matthew Glova has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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