David Hojlo, financial advisor San Rafael CA
93 score

David Hojlo

CRD Number: 1319073
Current Firm: Global Retirement Partners LLC

David Hojlo (CRD# 1319073) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC Needham, CA Apr 2017 - Current 1
Lpl Financial, LLC Needham, MA Apr 2017 - Current 1
Corbco Inc. Boston, MA Jan 1990 - Current 28
Princor Financial Services Corporation Boston, MA May 2002 - Apr 2017 14
Corbco Financial Services Boston, MA Jun 2002 - Oct 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for David L. Hojlo
Phone Number: 415-526-2751
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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