Cosmo Gould (CRD# 5033874) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International, Inc. | Chicago, IL | Sep 2019 - Current | 4 |
| Rpa Financial, LLC | San Rafael, CA | Mar 2018 - Current | 6 |
| Lpl Financial, LLC | San Rafael, CA | Sep 2014 - Current | 9 |
| Global Retirement Partners LLC | San Rafael, CA | Sep 2014 - Current | 9 |
| Grp Securities, Llc (formerly: Gogan & Williams) | San Rafael, CA | Sep 2017 - Sep 2018 | 1 |
| Financial Telesis, Inc. | San Rafael, CA | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- CA
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Total Assets Under Management140,721MILLIONS
-
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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