Carol
Iannessa
Global Retirement Partners LLC
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About this Advisor
Carol Iannessa is a financial advisor based in San Rafael, California, working with Global Retirement Partners LLC. Carol has previously held positions at Commonwealth Financial Network, Heritage Wealth Management Group, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Get Rip'D With Carol, Carol Ianessa, Carol L. Iannessa, Carol Iannessa LLC, Lpl Financial LLC, and Global Retirement Partners, LLC. Carol has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Carol is part of Global Retirement Partners LLC, which operates out of San Rafael, California. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Carol Iannessa Work History
Lpl Finaical LLC
Global Retirement Partners, LLC
Heritage Wealth Management Group, LLC
Get Rip'D With Carol
Carol L. Iannessa
Carol Iannessa LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Carol Ianessa
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Carol Iannessa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
Denver, CO
Wichita, KS
San Rafael, CA
San Rafael, CA
Denver, CO
Cleveland, OH
Pittsburgh, PA
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