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
Trent Bryson (CRD# 4079384) is an Investment Advisor Representative working at Global Retirement Partners LLC in Long Beach, CA and has over 23 years of experience in the finance industry.
Robert Burkhart (CRD# 4991946) 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.
Craig Burtis (CRD# 2757496) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
David Bushnell (CRD# 5576085) is an Investment Advisor Representative working at Global Retirement Partners LLC in Williamsville, NY and has over 14 years of experience in the finance industry. David Bushnell 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.
Anthony Calomeni (CRD# 4328430) is an Investment Advisor Representative working at Global Retirement Partners LLC in Menlo Park, CA and has over 13 years of experience in the finance industry.
Gary Carpenter (CRD# 3101664) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 20 years of experience in the finance industry.
Renee Carter (CRD# 4397065) is an Investment Advisor Representative working at Global Retirement Partners LLC in Saint Petersburg, FL and has over 21 years of experience in the finance industry. Renee Carter 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.
Richard Cawthorne (CRD# 2941950) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
John Chandler (CRD# 5766151) is an Investment Advisor Representative working at Global Retirement Partners LLC in Arlington, VA and has over 6 years of experience in the finance industry.
Brandon Chase (CRD# 4572820) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Worth, TX and has over 20 years of experience in the finance industry. Brandon Chase 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.