Global Retirement Partners LLC
Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $140,720,840,748 in 28,908 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management140,721MILLION
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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
Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Matthew Dufresne (CRD# 6717338) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 6 years of experience in the finance industry.
Dennis Duval (CRD# 1024573) is an Investment Advisor Representative working at Global Retirement Partners LLC in Battle Creek, MI and has over 31 years of experience in the finance industry.
Mario Echevarria (CRD# 6130208) is an Investment Advisor Representative working at Global Retirement Partners LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Torey Edwards (CRD# 5757080) is an Investment Advisor Representative working at Global Retirement Partners LLC in Long Beach, CA and has over 14 years of experience in the finance industry.
Cary Eidsness (CRD# 4396895) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
Jere Elbakri (CRD# 3039963) is an Investment Advisor Representative working at Global Retirement Partners LLC in Salt Lake City, UT and has over 25 years of experience in the finance industry.
Abdiel Ellis (CRD# 4881100) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 19 years of experience in the finance industry.
Darrell Ellisor (CRD# 2273519) is an Investment Advisor Representative working at Global Retirement Partners LLC in Houston, TX and has over 31 years of experience in the finance industry.
Scott Emering (CRD# 6310111) is an Investment Advisor Representative working at Global Retirement Partners LLC in Chicago, IL and has over 6 years of experience in the finance industry.