Daniel Alcala (CRD# 4690096) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International | San Rafael, CA | Feb 2021 - Current | 2 |
| Global Retirement Partners, LLC | San Rafael, CA | Feb 2021 - Current | 2 |
| Lpl Financial, LLC | San Rafael, CA | Feb 2020 - Current | 3 |
| E*trade Capital Management LLC | Roseville, CA | Mar 2019 - Dec 2019 | < 1 |
| E*trade Securities LLC | Roseville, CA | Mar 2019 - Dec 2019 | < 1 |
| Securities America, Inc. | San Jose, CA | Oct 2018 - Mar 2019 | < 1 |
| Securities America Advisors | San Jose, CA | Oct 2018 - Mar 2019 | < 1 |
| Securities America, Inc. | Santa Cruz, CA | May 2018 - Sep 2018 | < 1 |
| Securities America Advisors | Santa Cruz, CA | May 2018 - Sep 2018 | < 1 |
| Securities America, Inc. | Santa Clara, CA | Dec 2016 - Mar 2018 | 1 |
| Securities America Advisors | Pleasanton, CA | Dec 2016 - Mar 2018 | 1 |
| Foothill Securities, Inc. | Santa Clara, CA | Jun 2015 - Dec 2016 | 1 |
| Bancwest Investment Services, Inc. | San Francisco, CA | Oct 2014 - Jun 2015 | < 1 |
| Ubs Financial Services Inc. | Palto Alto, CA | Oct 2013 - Sep 2014 | < 1 |
| Axa Advisors, LLC | New York, NY | Jan 2013 - Oct 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- CA
-
Total Assets Under Management107,120MILLIONS
-
Total Number of Accounts19,922ACCOUNTS
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Average Account Value$5,376,981
- 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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