Glen Mulligan, CFA
Financial Consultant
Glen Mulligan, Vice President, will further strengthen Net Worth Management Group's wealth management team, and will report to David Schluer, President and Chief Investment Officer.
Glen holds a Chartered Financial Analyst designation and demonstrates a strong knowledge of investment management and decision-making skills for the financial marketplace. Glen brings to Net Worth Management Group 25 years of comprehensive equity sales and trading background, and is a talented and dedicated financial professional with fluent understanding of financial markets and concepts.
Glen graduated from Gettysburg College with a concentration in Finance and Accounting.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.