Evangelia
Kalivas
Global Retirement Partners LLC
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About this Advisor
Evangelia Kalivas is a financial advisor based in New York, New York who has 9 years of relevant experience. Kalivas is an advisor for Global Retirement Partners LLC. Kalivas has gained experience at Lpl Financial Corporation, Epic Retirement Services Consulting, Global Retirement Partners, Grp Securities, LLC and Hub International Inc. Kalivas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Connecticut, Florida, Illinois, Iowa, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas and Virginia. 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 advisors. It has $120 billion in assets between its 25,479 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 40 charitable organizations. Of its 25,479 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a diverse 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. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types billed by Global Retirement Partners LLC most likely consist of some 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
Evangelia Kalivas Work History
Evangelia has been registered as a financial advisor for 9 years.*
Hub International Inc
Epic Retirement Services Consulting
Global Retirement Partners
Grp Securities, LLC
Lpl Financial Corporation
*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 Evangelia Kalivas 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
Cleveland, OH
San Rafael, CA
San Rafael, CA
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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