Douglas Bermudez, financial advisor Palos Verdes CA

Douglas Bermudez

CRD Number: 2613381
Current Firm: Global Retirement Partners LLC

Douglas Bermudez (CRD# 2613381) is an Investment Advisor Representative working at Global Retirement Partners LLC in Palos Verdes, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Palos Verdes, CA Jun 2019 - Current 4
Global Retirement Partners, LLC Palos Verdes, CA Jun 2019 - Current 4
Wells Fargo Clearing Services, LLC Palos Verdes, CA Nov 2016 - Jun 2019 2
Wells Fargo Advisors Palos Verdes, CA Oct 2012 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas E. Bermudez
Phone Number: 415-526-2753
Registered State(s):
  • CA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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