John
Kirkpatrick
Global Retirement Partners LLC
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About this Advisor
John Kirkpatrick is a financial advisor working out of Pittsburgh, Pennsylvania, with 6 years of industry experience. Kirkpatrick is an employee of Global Retirement Partners LLC. Over the course of their career, Kirkpatrick has held roles at Pnc Capital Markets LLC, Lpl Financial, LLC and Global Retirement Partners, LLC. Kirkpatrick maintains a Series 63 license, designating them as a securities representative, and can serve investors in Pennsylvania. Global Retirement Partners LLC is a business that has its headquarters in San Rafael, CA. The company has offices in 193 locations and a total of 453 people on staff. It has $120 billion in assets under management among its 25,479 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 40 charitable organizations. Of its 25,479 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. Global Retirement Partners LLC performs 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. Fees for financial management usually are based on which service is provided. Fee types charged by Global Retirement Partners LLC likely consist 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
John Kirkpatrick Work History
John has been registered as a financial advisor for 6 years.*
Global Retirement Partners, LLC
Lpl Financial, LLC
Pnc Capital Markets LLC
*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 John Kirkpatrick 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
San Rafael, CA
San Francisco, CA
Houston, TX
San Rafael, CA
Pittsburgh, PA
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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