Marc
Rohr
Global Retirement Partners LLC
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About this Advisor
Marc Rohr is a financial advisor working out of Springfield, Missouri who has 8 years of industry experience. Rohr is an advisor for Global Retirement Partners LLC. Their career trajectory has included roles at Financial Telesis, Inc, Lpl Financial LLC and Global Retirement Partners. Rohr has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Global Retirement Partners LLC is a financial advisory company that has its headquarters in San Rafael, CA. It has offices in 193 locations and a total of 453 advisors. It manages $120 billion in assets across its 25,479 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 25,479 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Global Retirement Partners LLC has a number 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. Financial advisory fee schedules typically are based on the financial services provided. However, fees charged by Global Retirement Partners LLC may include any blend 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
Marc Rohr Work History
Marc has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Global Retirement Partners
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 Marc Rohr 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
Pittsburgh, PA
Cleveland, OH
Houston, TX
San Rafael, CA
Sandy, UT
Prior Lake, MN
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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