Jeffrey
Cullen
Global Retirement Partners LLC
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About this Advisor
Jeffrey Cullen is a financial advisor working out of Chicago, Illinois with a total of 4 years of industry experience. Cullen currently works for Global Retirement Partners LLC. The advisor has gained experience at Financial Telesis Inc, Cullen Financial Group, 401 (K) Advisors, Inc, Nfp Advisor Services, LLC, Strategic Retirement Partners, Srp Advisory Services, LLC, Kestra Investment Services, LLC, Global Retirement Partners, LLC, Lpl Financial LLC and Kestra Advisory Services, LLC. Cullen has Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Illinois, Indiana, Virginia and Wisconsin. Global Retirement Partners LLC is a financial advisory firm headquartered in San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It handles $120 billion in assets under management across its 25,479 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 25,479 accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. Global Retirement Partners LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services are offered. Fees charged by Global Retirement Partners LLC can be comprised of some combination 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
Jeffrey Cullen Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Global Retirement Partners, LLC
Lpl Financial LLC
Srp Advisory Services, LLC
Strategic Retirement Partners
Cullen Financial Group
Kestra Advisory Services, LLC
Nfp Advisor Services, LLC
Kestra Investment Services, LLC
401 (K) 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 Jeffrey Cullen 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
San Francisco, CA
Fort Washington, PA
Houston, TX
San Rafael, CA
San Rafael, CA
San Rafael, CA
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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