Stephanie Richardson, financial advisor San Rafael CA

Stephanie Richardson

CRD Number: 6037319
Current Firm: Global Retirement Partners LLC

Stephanie Richardson (CRD# 6037319) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 11 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor San Rafael CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Rafael CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor San Rafael CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Jun 2019 - Current 4
Lockton Investment Advisors, LLC Kansas City, MO Sep 2012 - May 2019 6
Lockton Companies, LLC Washington, DC Feb 2012 - May 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Stephanie R. Richardson
Phone Number: 415-526-2753
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.