AdFi
GR

Glen Russell Carpenter III

Investment Adviser Representative at ZWJ INVESTMENT COUNSEL INC

Atlanta, GACRD #4855727Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Georgia
Examinations passed
Series 7
General Securities Representative Examination
Passed 12/13/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
Next $2,000,0000.75%
Next $7,000,0000.50%
Above $10,000,0000.00%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ZWJ Investment Counsel Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ZWJ INVESTMENT COUNSEL INCCurrent
9/22/2011Atlanta, GA
LEGG MASON INVESTOR SERVICES, LLC
12/1/20052/13/2007San Francisco, CA
CITIGROUP GLOBAL MARKETS INC.
12/14/200412/1/2005New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ZWJ INVESTMENT COUNSEL INC

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View ZWJ INVESTMENT COUNSEL INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Glen Russell Carpenter III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Glen Russell Carpenter III - Financial Advisor in Atlanta, GA | AdvisorFinder