James Charbonneau (CRD# 2148576) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Seneca, SC | Jun 2023 - Current | < 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Jun 2023 - Current | < 1 |
| Golden Green, Inc. | Seneca, SC | Jun 2020 - Current | 3 |
| Fortune Financial Services, Inc. | Monaca, PA | Jun 2020 - Jun 2023 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Jun 2020 | 2 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jul 2015 - Jun 2020 | 4 |
| Goldman Sachs Personal Financial Mgmt | Seneca, SC | Jul 2015 - Jun 2020 | 4 |
| Girard Securities | Seneca, SC | Jul 2015 - Nov 2017 | 2 |
| Ic Advisory Services, Inc. | Bridgewater, NJ | Jun 2006 - Jul 2015 | 9 |
| Golden Green, Inc. | Seneca, SC | Mar 1994 - Jul 2015 | 21 |
| The Investment Center, Inc. | Seneca, SC | May 1991 - Jul 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- SC
- TX
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Total Assets Under Management140,721MILLIONS
-
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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