Richard Viola, financial advisor San Mateo CA
93 score

Richard Viola

CRD Number: 3185794
Current Firm: Global Retirement Partners LLC

Richard Viola (CRD# 3185794) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Mateo, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Mateo, CA Sep 2014 - Current 2
Global Retirement Partners San Rafael, CA Sep 2014 - Current 2
Financial Telesis, Inc. San Rafael, CA Mar 2009 - Current 7
Plan Design Consultants, Inc. San Mateo, CA Aug 1987 - Sep 2009 22
L.m. Kohn & Company Cincinnati, OH Aug 2001 - Mar 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Richard P. Viola
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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