Glenn Allen Levine

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/1980 → 11/2024
  Pruco Securities, Llc.
  South Easton, MA
• 11/1980 → Present
  Prudential Insurance Company Of America
  South Easton, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  South Easton, MA

Previous Registrations

• 2021-12-23 → 2024-11-20
  Pruco Securities, Llc.
  Needham, MA
  Needham, MA
  Wakefield, MA
  Needham, MA
  South Easton, MA
  Orange, CT

Other Businesses

1) 12/04/2024 - Clarity Wealth Advisors - Investment advisory and financial planning services - DBA for LPL Business (entity for LPL business) - Inv Related - At South Easton, MA - Start Date 01/01/2025 - 160hrs/mth - 160hrs/mth During Trading 2)09/12/2024- Glenn A. Levine Insurance & Financial Services- Non-Variable Insurance- Broker and service group insurance products, (nonvariable)- inv. related- at Orange, CT- start date 01/01/2016- 15hrs/mnth-10hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-22
• S63 Uniform Securities Agent State Law Examination
  1982-11-02

Designations

• Certified Financial Planner