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 20 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 14 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 19 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 21 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 14 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 15 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 10 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.