Otr Global LLC

Otr Global LLC (CRD# 123809) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Otr Global LLC
Showing 1 - 7 of 7 top financial advisors.
1
William P. Collins
CRD#: 2866728
101 Second Street, San Francisco, CA 94105
93
Wealthminder
score

William Collins (CRD# 2866728) is an Investment Advisor Representative working at Otr Global LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

2
Jon H. Gates
CRD#: 4659614
321 Pacific Avenue, San Francisco, CA 94111
93
Wealthminder
score

Jon Gates (CRD# 4659614) is an Investment Advisor Representative working at Otr Global LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

3
George W. Goldman
CRD#: 2973785
321 Pacific Avenue, San Francisco, CA 94111
93
Wealthminder
score

George Goldman (CRD# 2973785) is an Investment Advisor Representative working at Otr Global LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

4
Kenneth P. McCusker
CRD#: 2613075
Four Manhattanville Road, Purchase, NY 10577
93
Wealthminder
score

Kenneth McCusker (CRD# 2613075) is an Investment Advisor Representative working at Otr Global LLC in Purchase, NY and has over 20 years of experience in the finance industry.

5
Kathleen C. Sanborn
CRD#: 4280255
321 Pacific Avenue, San Francisco, CA 94111
93
Wealthminder
score

Kathleen Sanborn (CRD# 4280255) is an Investment Advisor Representative working at Otr Global LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

6
Kimberly O. Sullivan
CRD#: 3230746
101 Second Street, San Francisco, CA 94105
93
Wealthminder
score

Kimberly Sullivan (CRD# 3230746) is an Investment Advisor Representative working at Otr Global LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

7
Jeannine Dunn
CRD#: 5283611
11441 Callaway Pond Drive, Riverview, FL 33569
90
Wealthminder
score

Jeannine Dunn (CRD# 5283611) is an Investment Advisor Representative working at Otr Global LLC in Riverview, FL and has over 9 years of experience in the finance industry.

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