Christopher Glover
Advisor at Cerebrum Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cerebrum Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cerebrum Financial Services, LLC
Location
Devon, PA
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Christopher Glover is the principal of Cerebrum Financial Services, LLC, an independent registered investment adviser based in Devon, PA. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to founding Cerebrum Financial Services in 2013, he worked at TradingBlock from 2016 to 2018. Outside of his advisory role, he is involved in business consulting through Cerebrum Strategic Advisors. Cerebrum Financial Services serves a small client base including individual, high net worth, and institutional clients by recommending third-party money managers and providing financial consulting and non-discretionary portfolio services. The firm does not directly manage assets but monitors third-party managers and offers advice on risk assessment and retirement rollover decisions.
Based on Cerebrum Financial Services, LLC
Account minimum: No minimum explicitly stated; firm notes generally no minimum but reserves right to terminate accounts deemed too small to manage effectively
Devon, PA
Pennsylvania
TradingBlock
2016 - 2018 (2 years)
Cerebrum Financial Services, LLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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