Glenn F. Delman

G&F FINANCIAL SERVICES

Houston, TX

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CRD#: 2113300

Professional summary

Glenn Foster Delman, CFP® is a registered financial advisor currently at G&F FINANCIAL SERVICES located in Houston, Texas.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Glenn has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) FOR STATE OF CALIFORNIA ONLY: GLENN F. DELMAN DBA G & F FINANCIAL SERVICES; NOT INVESTMENT-RELATED; 8868 TAVERNOR ROAD, WILTON, CA 95693; LIFE, LTC, ANNUITIES; INSURANCE AGENT; START DATE 4/1991; APPROX. 2 HOURS/MONTH DEVOTED TO THIS BUSINESS; ZERO HOUR DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; I SELL LIFE INSURANCE, LTC, AND FIXED ANNUITIES AS DBA G & F FINANCIAL SERVICES. 2) G & F FINANCIAL SERVICES; INVESTMENT-RELATED; 8868 TAVERNOR ROAD, WILTON, CA 95693; REGISTERED INVESTMENT ADVISORY; OWNER; START DATE 1/1992; APPROX. 25 HOURS/MONTH DEVOTED TO THIS BUSINESS; 3 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; I ADVISE ON A FEE BASIS USING NO-LOAD MUTUAL FUND TO CLIENTS & POTENTIAL CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Foster Delman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

June 27, 2018 - Present

G&F FINANCIAL SERVICES

RIA

CRD#: 128940

Houston, TX

Past

February 3, 1992 - July 3, 2018

AMERICAN INVESTORS COMPANY

CRD#: 38

WILTON, CA

Past

July 30, 1991 - February 6, 1992

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

May 31, 1991 - July 30, 1991

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 31, 1991 - July 30, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/27/2018)

IAR

Florida
(2/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/1991

General Securities Representative Examination

Current Firm

G&F FINANCIAL SERVICES

DELMAN, GLENN FOSTER | G&F FINANCIAL SERVICES

CRD#: 128940 / SEC#:

California

Registered Investment Advisory firm - (9/30/1991 Approved)

Florida

Registered Investment Advisory firm - (2/27/2025 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Panama City Beach, FL

Mailing Address

Phone number

(888) 687-7676

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 18,090,000

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.

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Glenn F. Delman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Foster Delman's CRS (Customer Relationship Summary).

Certified licenses

Experience

G&F FINANCIAL SERVICES

AMERICAN INVESTORS COMPANY

QUEST CAPITAL STRATEGIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/1991

SIE

Date: 7/3/2018

Series 7

Date: 5/29/1991

Current Firm

G&F FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

G&F FINANCIAL SERVICES

TRUST BUT VERIFY

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