Glenn E. Stephenson
Professional summary
Glenn Edward Stephenson, CFP® is a registered financial advisor currently at IBEX WEALTH ADVISORS, LLC located in West Palm Beach, Florida and LPL FINANCIAL LLC located in Bedminster, New Jersey.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Glenn has worked at 6 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Edward Stephenson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
January 17, 2014 - Present
IBEX WEALTH ADVISORS, LLC
Office #1: 500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401January 4, 2000 - Present
LPL FINANCIAL LLC
Office #1: 135 Us Highway 202 206, Ste 4, Bedminster, NJ 07921January 9, 2026 - July 13, 2026
LPL FINANCIAL LLC
July 23, 2002 - November 2, 2015
LPL FINANCIAL LLC
May 3, 1999 - January 6, 2000
PARK AVENUE SECURITIES LLC
May 4, 1987 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
March 14, 1986 - April 15, 1987
G. K. SCOTT & CO., INC.
September 24, 1985 - February 14, 1986
INDIVIDUAL'S SECURITIES LTD.
Primary Firm SEC Registration
IBEX WEALTH ADVISORS, LLC
CRD#: 168674 / SEC#: 801-78971
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/20/2009)
(1/4/2000)
(1/4/2000)
(7/21/2011)
(9/23/2002)
(4/24/2003)
(1/4/2000)
(1/15/2026)
(3/7/2011)
(6/13/2019)
(6/13/2019)
(9/29/2020)
(1/21/2000)
(3/2/2015)
(11/29/2004)
(8/11/2016)
(9/28/2020)
(2/7/2007)
(6/20/2011)
(1/4/2000)
(1/17/2014)
(1/4/2000)
(2/25/2015)
(6/9/2010)
(3/25/2022)
(6/7/2001)
(4/18/2023)
(7/31/2015)
(4/21/2006)
(12/4/2023)
(9/23/2016)
(9/23/2016)
(3/25/2022)
(9/2/2020)
Exams
FINRA
Current Firm
IBEX WEALTH ADVISORS, LLC
CRD#: 168674 / SEC#: 801-78971
Contact information
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,014 |
| AUM (Assets Under Management) | $ 963,308,925 |
Red Flags
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