Glenn Robert Davidow

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 01/1979 → 09/2023
  Davidow Financial & Ins. Srvs.
  Woodland Hills, CA
• 07/2016 → Present
  Innovation Partners, Llc
  Charlotte, NC
• 01/2020 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2013-10-01 → 2016-07-27
  Institute For Wealth Advisors, Inc.
  Woodland Hills, CA

Other Businesses

1. CIBA ( Commercial Industrial Buildings Owners Alliance)INSURANCE SERVICES- On Board of directors and oversee financials and benefits - NIR,65 N CENTRAL AVE, #1125 GLENDALE, CA 91203. PROPERTY & LIABILITY COVERAGES FOR PROPERTY OWNERS, 4/15/2005, 6 hours per quarter - DURING SEC TRDING HRS. 3. Innovation Partners LLC - Registered Representative-------- 4.DF Retirement, 8/2023, 20058 Ventura Blvd., 20 Woodland Hills, CA 91364, Sales of retirement products and investment reviews, 10 hours weekly.---------5. One Digital Insurance, Insurance sales, business based on commissions, 6420 Canoga Ave. Woodland Hills, CA;

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-10

Designations

• Certified Financial Planner

Other Names

• Glen Robert Davidow