David Scott Glenn
Financial advisor at Lanark Financial, Inc.
Last updated 2026-10-10
Claim your profileDavid Scott Glenn is a financial advisor at Lanark Financial, Inc., CRD 1446975. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-11-01.
Registration
- CRD number
- 1446975
- Registration status
- Active
- IAPD registration
- 2016-11-01
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- AL, CO, FL, GA, MS, SD
Licenses and exams
- Series 63
- Series 66
Work history
- 2016-10 to Present · NBC Securities, Inc. · Birmingham, AL
Current employment
- Lanark Financial, Inc. · Birmingham, AL
Lanark Financial, Inc.
- Regulatory AUM
- $1,784,817,450
- Registered advisors
- 69
- Offices
- 39
- Clients per advisor
- 51.8 (Low)
- Average AUM per client
- $499.1K (Low)
- High-net-worth client ratio
- 7.8% (Low)
Lanark Financial, Inc.: advisors, services and reported ETF investments
About
David Scott Glenn is a financial advisor at Lanark Financial, Inc.. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include NBC Securities, Inc..
Lanark Financial, Inc.'s firm-level Form ADV reports 69 advisors across 39 offices; approximately 51.8 clients per advisor, average assets per client of $499,110, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $576.6M across 798 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Scott Glenn personally.
Reported ETF positions
Lanark Financial reports 798 ETF positions worth $576.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $34M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $33.3M |
| VOO — Vanguard S&P 500 ETF | $27.9M |
| IVV — iShares Core S&P 500 ETF | $15.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $12.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Lanark Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $1.4M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $745.6K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | FTSM — First Trust Enhanced Short Maturity ETF | $1M | Top 97.2% | Replicability (R²) 72.7% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lanark Financial, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 800-521-9390
- Website: nbcsecurities.com
Official record
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