Daren AlcantarCRD Number: 5527219
Current Firm: Global Retirement Partners LLC
Daren Alcantar (CRD# 5527219) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Hub International, Inc.||Chicago, IL||Sep 2019 - Current||3|
|Lpl Financial LLC||Carlsbad, CA||Jun 2015 - Current||7|
|Global Retirement Partners LLC||Carlsbad, CA||Feb 2015 - Current||8|
|Independent Financial Partners||Santa Barbara, CA||May 2013 - Jan 2015||1|
|Lpl Financial||Santa Barbara, CA||Nov 2010 - Sep 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
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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