Bernard Lauper, financial advisor Burlingame CA
93 score

Bernard Lauper

CRD Number: 3122580
Current Firm: Global Retirement Partners LLC

Bernard Lauper (CRD# 3122580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Burlingame, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Boston, MA Sep 2014 - Current 2
Global Retirement Partners San Rafael, CA Sep 2014 - Current 2
Maccorkle Insurance Burlingame, CA Jul 2010 - Current 6
Bernard Lauper San Mateo, CA Jul 1993 - Current 23
Financial Telesis Inc. Burlingame, CA Aug 2004 - Dec 2014 10
Maccorkle Insurance San Mateo, CA Jul 1992 - Jul 2010 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Bernard V. Lauper
Phone Number: 415-526-2751
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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