Ryan V. Glover

TARHEEL ADVISORS

Greensboro, NC 27410

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CRD#: 4505233

Professional summary

Ryan Verne Glover, CFP® is a registered financial advisor currently at TARHEEL ADVISORS, LLC located in Greensboro, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 3 firms and has passed the Series 65, Series 63 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.

BUSINESS: RENTAL PROPERTY ADDRESS: 2405 W CORNWALLIS DR TYPE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START/END DATE: 01/2008 - INDEFINITE LESS THAN 5 HOURS PER MONTH BUSINESS: JDG Creative (Managing for minor child) ADDRESS: 612 Wigeon Dr TYPE OF BUSINESS: Content Creator POSITION: OWNER START/END DATE: 08/2023 - 05/2024 LESS THAN 5 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Verne Glover's CRS (Customer Relationship Summary).

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: 2009

Experience

Current

February 12, 2009 - Present

TARHEEL ADVISORS, LLC

Office #1: 3300 Battleground Ave Ste 204, Greensboro, NC 27410

RIA

CRD#: 149308

Greensboro, NC

Past

January 30, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GREENSBORO, NC

Past

January 26, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GREENSBORO, NC

Past

March 24, 2005 - December 12, 2006

SCOTTRADE, INC.

CRD#: 8206

GREENSBORO, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TARHEEL ADVISORS, LLC

CRD#: 149308 / SEC#: 801-131916

RIA

Registered Investment Advisory firm - (2/3/2025 Approved)

North Carolina

Registered Investment Advisory firm - (2/5/2025 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).

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

North Carolina
(2/12/2009)

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

IAR

Series 65

Date: 1/29/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2005

General Securities Representative Examination

Current Firm

TARHEEL ADVISORS, LLC

CRD#: 149308 / SEC#: 801-131916

RIA

Registered Investment Advisory firm - (2/3/2025 Approved)

North Carolina

Registered Investment Advisory firm - (2/5/2025 Terminated)

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Contact information

Main Address

3300 Battleground Ave Ste 204, Greensboro, NC 27410

Mailing Address

Phone number

(336) 510-7255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TARHEEL ADVISORS, LLC ADV PART 2 (1/4/2025)

Regulatory assets under management

Total Number of Accounts	372
AUM (Assets Under Management)	$ 117,616,190

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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Ryan V. Glover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Verne Glover's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARHEEL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SCOTTRADE, INC.

Primary Firm SEC Registration

TARHEEL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2007

Series 63

Date: 4/4/2005

Series 7

Date: 3/23/2005

Current Firm

TARHEEL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TARHEEL ADVISORS, LLC

TRUST BUT VERIFY

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