Glenn
Williams

Vicus Capital, Inc

CRD#806366
Investment Advisor
in State College, PA

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About this Advisor

Glenn Williams is a financial advisor based in State College, Pennsylvania, working with Vicus Capital, Inc. Glenn has previously held positions at Pfg Financial Advisors, Cetera Advisor Networks LLC, Vicus Capital, Inc (formerly Pfg Financial Advisors), and Glenn H Williams Financial Services, LLC. Glenn has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Glenn is part of Vicus Capital, Inc, which operates out of State College, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

476 Rolling Ridge Drive Suite 333
State College, PA 16801

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

PA Average: $15,833,994,310
Total Number of Employees

87

PA Average: 41
Total Number of Accounts

8,430

PA Average: 3,342
Average Account Size

$267,441

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Glenn Williams Work History

2023 - Present (1 year)

Glenn H Williams Financial Services, LLC

2015 - Present (9 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2013 - Present (11 years)

Cetera Advisor Networks LLC

2005 - 2014 (9 years)

Pfg Financial Advisors

Disclosures

Please visit the SEC profile of Glenn Williams 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 Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Christopher Suttmeier
Bethlehem, PA
Adam Brubaker
Columbia, MD
Justin Blankenship
State College, PA
Jeffery Closz
State College, PA
Aaron Soden
Lakewood, PA
Elana Yaffe
Westlake Village, CA
Jason Marcieski
Grove City, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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