Donald Torget (CRD# 448209) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 41 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2222281
Rbc Capital Markets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Global Retirement Partners, LLC | San Rafael, CA | Jul 2021 - Current | 2 |
Hub International | Chicago, IL | May 2021 - Current | 3 |
Axis Insurance LLC | Bellevue, WA | Jan 2018 - Current | 6 |
Conover Insurance Services LLC | Yakima, WA | Jan 2018 - Current | 6 |
Conover Capital Management | Bellevue, WA | Jan 2002 - Current | 22 |
Conover Securities Corporation | Bellevue, WA | Mar 2003 - Jan 2018 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1982 |
S65 | NASAA Investment Advisors Law Examination | Jul 1992 |
- AZ
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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