Charles
Holder
Global Retirement Partners LLC
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About this Advisor
Charles Holder is a financial advisor based in Tavares, Florida, working with Global Retirement Partners LLC. Charles has previously held positions at Lpl Financial LLC, Independent Financial Partners, Global Retirement Partners, LLC, and Edd Holder & Assoc. Charles has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Charles is part of Global Retirement Partners LLC, which operates out of Tavares, Florida. 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
Charles Holder Work History
Global Retirement Partners, LLC
Lpl Financial LLC
Edd Holder & Assoc
Independent Financial Partners
Disclosures
Please visit the SEC profile of Charles Holder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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