Dbie
Johnson

Global Retirement Partners LLC

CRD#1861767
Investment Advisor
in San Rafael, CA

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About this Advisor

Dbie Johnson is a financial advisor operating in San Rafael, California who has 1 year of relevant experience. Johnson is on the advisory team at Global Retirement Partners LLC. Throughout their career, they have worked at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Standard Retirement Services, Ameritas Investment Corp, Pcs Retirement, LLC, Lpl Financial LLC and Global Retirement Partners, LLC. Johnson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arizona and Ohio. Global Retirement Partners LLC is an advisory company based out of San Rafael, CA. The firm has offices in 193 locations and a total of 453 financial advisors. It oversees $120 billion in total assets among its 25,479 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 40 charities and foundations. Of its 25,479 customer accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers 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 management fees are based on which service is offered. However, fee types billed by Global Retirement Partners LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4340 Redwood Highway Suite B-60
San Rafael, CA 94903

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

CA Average: $7,578,581,321
Total Number of Employees

453

CA Average: 43
Total Number of Accounts

25,479

CA Average: 3,727
Average Account Size

$4,702,494

CA Average: $2,033,427

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

Dbie Johnson Work History

Dbie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Global Retirement Partners, LLC

2021 - 2022 (1 year)

Pcs Retirement, LLC

2018 - 2021 (3 years)

Ameritas Investment Corp

2007 - 2018 (11 years)

Stancorp Equities, Inc

2007 - 2018 (11 years)

Stancorp Investment Advisers, Inc

2007 - 2018 (11 years)

Standard Retirement Services

*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 Dbie Johnson 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

Frederik Arroyave
San Rafael, CA
Bruce Jensen
Sandy, UT
Deborah Hebb
San Rafael, CA
Matthew Gist
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Anthony Zantua
Prior Lake, MN
Scott Krase
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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