Global Retirement Partners LLC
Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $107,120,212,323 in 19,922 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management107,120MILLION
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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
Marc Beausoleil (CRD# 5138965) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 16 years of experience in the finance industry. Marc Beausoleil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leonard Beers (CRD# 6500053) is an Investment Advisor Representative working at Global Retirement Partners LLC in Coral Springs, FL and has over 7 years of experience in the finance industry.
John Beh (CRD# 1787942) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Tiffany Benigni (CRD# 5966269) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry. Tiffany Benigni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond Bennett (CRD# 4511931) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sandy, UT and has over 20 years of experience in the finance industry.
Douglas Bermudez (CRD# 2613381) is an Investment Advisor Representative working at Global Retirement Partners LLC in Palos Verdes, CA and has over 13 years of experience in the finance industry.
Mary Bernini (CRD# 2384221) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 29 years of experience in the finance industry.
Keith Berry (CRD# 2979766) is an Investment Advisor Representative working at Global Retirement Partners LLC in Wauwatosa, WI and has over 24 years of experience in the finance industry.
Fredric Bindler (CRD# 1839145) is an Investment Advisor Representative working at Global Retirement Partners LLC in Naperville, IL and has over 22 years of experience in the finance industry.
John Biondo (CRD# 1888348) is an Investment Advisor Representative working at Global Retirement Partners LLC in Melville, NY and has over 34 years of experience in the finance industry.