Todd
White
Global Retirement Partners LLC
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About this Advisor
Todd White is a certified financial planner working in San Rafael, California with 4 years of industry experience. White works at Global Retirement Partners LLC. The advisor has gained experience at Financial Telesis Inc, 401K Advisors Inc, Kestra Financial Services, Inc, Lpl Financial, LLC, Global Retirement Partners LLC, Strategic Retirement Partners and Nfp Advisor Services, LLC. White has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in California. Global Retirement Partners LLC is an advisory business based out of San Rafael, CA. The company has offices in 193 locations and a total of 453 financial advisors. It administers $120 billion in assets across its 25,479 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 40 charities and foundations. Of its 25,479 client accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the services offered. However, fees charged by Global Retirement Partners LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Todd White Work History
Todd has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Global Retirement Partners LLC
Strategic Retirement Partners
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
401K Advisors Inc
Financial Telesis Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd White 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
San Rafael, CA
Prior Lake, MN
Pittsburgh, PA
Houston, TX
San Rafael, CA
Cleveland, OH
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
