Glenn R. Davidow
Professional summary
Glenn Robert Davidow, CFP®, who also goes by Glen Robert Davidow, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Woodland Hills, California and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Glenn has worked at 11 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Robert Davidow's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
February 5, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 20058 Ventura Blvd. #20, Woodland Hills, CA 91364July 20, 2016 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210July 21, 2016 - September 14, 2020
INNOVATION PARTNERS LLC
October 1, 2013 - July 27, 2016
INSTITUTE FOR WEALTH ADVISORS, INC.
July 15, 2013 - May 31, 2016
RIDGEWAY & CONGER, INC.
August 15, 2012 - July 16, 2013
AVALON INVESTMENT & SECURITIES GROUP, INC.
January 3, 2011 - July 31, 2012
TRUSTMONT FINANCIAL GROUP, INC.
January 12, 2009 - December 17, 2010
VOYA FINANCIAL ADVISORS, INC.
November 12, 2004 - December 31, 2008
PRINCIPAL SECURITIES, INC.
December 10, 1990 - February 7, 1992
TOWER SQUARE SECURITIES, INC.
August 23, 1988 - May 29, 1990
PORTFOLIO SECURITIES CORPORATION
January 15, 1982 - August 5, 1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/20/2016)
(2/5/2020)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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