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GB

Gary A. Budlow

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CRD#: 1279986
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Alan Budlow, who also goes by Gary A Budlow, Gary Alan Budlow, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 15, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary A Budlow | Gary Alan Budlow

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 31, 2018 - October 1, 2019

GLEN EAGLE WEALTH, LLC

BD
CRD#: 124504
Princeton, NJ
Past

January 12, 2001 - November 5, 2018

CFT SECURITIES, LLC

BD
CRD#: 46226
PRINCETON, NJ
Past

March 30, 1995 - January 26, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 10, 1992 - April 20, 1995

SALOMON BROTHERS MUNICIPALS INC

BD
CRD#: 28940
Past

August 16, 1988 - April 20, 1995

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

July 7, 1987 - September 14, 1988

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 26, 1984 - November 22, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/14/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/9/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 15
Date: 1/30/1992
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 3
Date: 11/29/1988
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GE
GLEN EAGLE WEALTH, LLC
CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC

CRD#: 124504 / SEC#: , 8-65678

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
4422c Route 27, Princeton, NJ 08540
Mailing Address
4422c Route 27 Po Box 399, Kingston, NJ 08528
Phone number
(609) 631-8231
Established
Delaware since 06/19/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GLEN EAGLE INVESTMENTS INC.OWNER
MICHEL, SUSAN ANNCEO - MANAGING MEMBER1680859
OBOYLE, JAMES PATRICK IVCHIEF COMPLIANCE OFFICER7142888
OBOYLE, JAMES PATRICK IVFINOP7142888

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLEN EAGLE WEALTH, LLC

CRD#: 124504

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