Tony
Pritchett

Global Retirement Partners LLC

CRD#4594040
Investment Advisor
in Columbus, OH

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About this Advisor

Tony Pritchett is a financial advisor based in Columbus, Ohio, working with Global Retirement Partners LLC. Tony has previously held positions at American United Life, Oneamerica Securities, Global Retirement Partners, LLC, and Lpl Financial LLC. Tony has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Tony is part of Global Retirement Partners LLC, which operates out of Columbus, Ohio. 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

Series 63, Chartered Financial Consultant

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

Columbus, OH

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

OH Average: 43
Total Number of Accounts

28,908

OH Average: 3,727
Average Account Size

$4,867,886

OH 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

Tony Pritchett Work History

2023 - Present (1 year)

Global Retirement Partners, LLC

2023 - Present (1 year)

Lpl Financial LLC

2014 - 2023 (9 years)

American United Life

2014 - 2023 (9 years)

Oneamerica Securities

Disclosures

Please visit the SEC profile of Tony Pritchett 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

Charles Merrick
Frederick, MD
Tyler Schultz
Wichita, KS
William Millico
San Rafael, CA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Anthony Barone
Pittsburgh, PA
Douglas Stalter
Cleveland, OH
Susan Gibbs
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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