Advisor at Dennis Glynn, CPA
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
Dennis Glynn, CPA
Location
Rocky Hill, CT 06067
Credentials
Series 63, Series 65
Industry experience
16 years
Douglas Packard is a financial advisor with Dennis Glynn, CPA in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009, performing income tax preparation and general accounting work. Outside of his financial career, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides personalized financial planning and discretionary, fee-only portfolio management for individual investors and SIMPLE IRA plan participants. The firm also offers Simple-IRA plan administration and consulting services to small businesses, integrating tax and investment services through its affiliation with an accounting practice.
Based on Dennis Glynn, CPA
$0 - $40,000: 1% annually or $300 minimum annual fee $40,000 - $200,000: 0.25% quarterly $200,001 - $500,000: 0.20% quarterly $500,001+: 0.15% quarterly
$200 per hour for financial planning and consulting services
Minimum fee: Minimum annual fee of $300 Fee-only: Financial planning and consulting services at $200 per hour
2080 Silas Deane Highway, Suite 304
Rocky Hill, CT 06067
Connecticut
Dennis Glynn & Co, CPAs
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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