Glenn Forrest Brown
CFP®Professional Summary
Glenn Forrest Brown, CFP® is a registered financial advisor currently at PLANDYNAMIC, LLC located in Framingham, Massachusetts. Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Glenn has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Cashflow & Budgeting
- Retirement Planning
- Risk Management & Insurance
- Financial Planning
- Education Funding
- Investment Management
- Business Services
- Tax Planning
Specializations
Biography
About Glenn Brown Prior to starting PlanDynamic, Glenn served as Managing Director, Portfolio Strategist for Windhaven Investment Management and has over 20 years in wealth management including roles with Charles Schwab, Bank of America and Columbia Management. Glenn has an MBA in finance from the Carroll Graduate School of Management at Boston College and has a BA in liberal arts from University of New Hampshire. He holds both the Certified Financial Planner™ (CFP®) and Chartered...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
PLANDYNAMIC, LLC
Contact Information
Main Address
945 Concord Street, Framingham, MA 01701Phone Number
(508) 834-7733# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
83AUM (Assets Under Management)
$28,924,348Similar Advisors
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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.
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State Registrations and Notice Filings
(4/9/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Mar 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Glenn Forrest Brown's CRS (Customer Relationship Summary).
Services Offered by Glenn
- Estate & Legacy Planning
- Cashflow & Budgeting
- Retirement Planning
- Risk Management & Insurance
- Financial Planning
- Education Funding
- Investment Management
- Business Services
- Tax Planning
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