Maxx
Kempton
Global Retirement Partners LLC
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About this Advisor
Maxx Kempton is a financial advisor based in Charlotte, North Carolina, working with Global Retirement Partners LLC. Maxx has previously held positions at Global Retirement Partners, LLC, Clarence Middle School, Strategic Retirement Partners, Fidelity Investments, Walsh Duffield, and Brookfield Country Club. Maxx has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Maxx is part of Global Retirement Partners LLC, which operates out of Charlotte, North Carolina. 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
Maxx Kempton Work History
Global Retirement Partners, LLC
Strategic Retirement Partners
Fidelity Investments
Walsh Duffield
Walsh Duffield
Brookfield Country Club
Clarence Middle School
Disclosures
Please visit the SEC profile of Maxx Kempton 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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