Unclaimed Profile

Glenn Edward Duncan

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 51, Series 63, Series 65Clean record26 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1667874Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glenn Edward Duncan · TEMECULA, CA

Registration

CRD #1667874 · THE PLANNERS NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PLANNERS NETWORK, INC.

LPL FINANCIAL LLC

Nov 2017 – Dec 2020

CHINO, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 2000 – Nov 2017

CHINO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · February 28, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

Speak with Glenn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Glenn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMECULA?

Browse all registered financial advisors in TEMECULA, California or claim this profile if it's yours.

Browse TEMECULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Glenn Edward Duncan offer?

Glenn Edward Duncan specializes in Financial Planning, Investment Management, Wealth Management.

What are Glenn Edward Duncan's credentials?

Glenn Edward Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Edward Duncan located?

Glenn Edward Duncan is based in TEMECULA, California, last registered with THE PLANNERS NETWORK, INC..

How does Glenn Edward Duncan charge for services?

Glenn Edward Duncan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →