Daniel O'sullivan (CRD# 2780699) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Washington, PA and has over 26 years of experience in the finance industry.
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 2913549
Mml Investors Services, LLC
CRD# 5921051
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Fort Washington, PA | Mar 2019 - Current | 5 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Fort Washington, PA | Jan 2006 - Current | 18 |
| Independent Financial Partners | Fort Washington, PA | Jan 2012 - Mar 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- DE
- MD
- NJ
- NC
- PA
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Total Assets Under Management140,721MILLIONS
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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
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