Global Retirement Partners LLC

Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $119,814,842,543 in 25,479 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    119,815
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Global Retirement Partners LLC
Showing 41 - 50 of 404 top financial advisors.
41
Joseph R. Brummel
CRD#: 2767675
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Joseph Brummel (CRD# 2767675) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 27 years of experience in the finance industry.

42
Trent D. Bryson
CRD#: 4079384
3777 Long Beach Blvd., 5th Floor, Long Beach, CA 90807

Trent Bryson (CRD# 4079384) is an Investment Advisor Representative working at Global Retirement Partners LLC in Long Beach, CA and has over 24 years of experience in the finance industry.

43
Amy C. Burk
CRD#: 6533906
811 By Pass 123, Seneca, SC 29678

Amy Burk (CRD# 6533906) is an Investment Advisor Representative working at Global Retirement Partners LLC in Seneca, SC and has over 8 years of experience in the finance industry.

44
Robert B. Burkhart
CRD#: 4991946
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Robert Burkhart (CRD# 4991946) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.

45
Craig A. Burtis
CRD#: 2757496
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Craig Burtis (CRD# 2757496) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 27 years of experience in the finance industry.

46
David R. Bushnell
CRD#: 5576085
8660 Sheridan Drive, Williamsville, NY 14221

David Bushnell (CRD# 5576085) is an Investment Advisor Representative working at Global Retirement Partners LLC in Williamsville, NY and has over 15 years of experience in the finance industry.

47
Anthony M. Calomeni
CRD#: 4328430
1440 O'brien Drive, Menlo Park, CA 94025

Anthony Calomeni (CRD# 4328430) is an Investment Advisor Representative working at Global Retirement Partners LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.

48
Kelly S. Carlson
CRD#: 3136540
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Kelly Carlson (CRD# 3136540) 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.

49
Gary A. Carpenter
CRD#: 3101664
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Gary Carpenter (CRD# 3101664) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 21 years of experience in the finance industry.

50
Renee L. Carter
CRD#: 4397065
601 93rd Ave. N, Saint Petersburg, FL 33702

Renee Carter (CRD# 4397065) is an Investment Advisor Representative working at Global Retirement Partners LLC in Saint Petersburg, FL and has over 22 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 8 9 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.