Derrick John Glencer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 07/2019
  Lpl Financial Llc
  West Bloomfield, MI
• 07/2019 → Present
  Raymond James Financial Services, Inc
  Birmingham, MI

Previous Registrations

• 2004-12-09 → 2019-07-24
  Lpl Financial Llc
  West Bloomfield, MI
  West Bloomfield, MI
  Troy, MI

Other Businesses

1) BIRMINGHAM ATHLETIC CLUB BLOOMFIELD TOWNSHIP, MI DIRECTOR, BOARD OF DIRECTORS NOT INVESTMENT RELATED BEGAN 10/2018 40 HOURS PER MONTH, 0 DURING TRADING HOURS 2) FIG 34611 Woodward Ave., Birmingham, MI Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 07/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FIG is an insurance provider with who I have done some business that we are allowed to produce that is an alternative to RJ insurance associates.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-08
• S63 Uniform Securities Agent State Law Examination
  2002-05-29

Designations

• Certified Financial Planner