William
Ferguson
Global Retirement Partners LLC
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About this Advisor
William Ferguson is a financial advisor operating in Pittsburgh, Pennsylvania, who has 6 years of industry experience. Ferguson currently works for Global Retirement Partners LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Pnc Bank, Pnc Investments LLC, D.B. Root & Company, Commonwealth Financial Network, Henderson Brothers Retirement Plan Services, Lpl Financial, LLC and Global Retirement Partners, LLC. Ferguson has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Pennsylvania. Global Retirement Partners LLC is a business that has its headquarters in San Rafael, CA. The firm has offices in 193 locations and a total of 453 people on staff. It manages $120 billion in total assets between its 25,479 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 40 charitable organizations. Of its 25,479 client accounts, 17% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has 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 charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Global Retirement Partners LLC can be comprised 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
William Ferguson Work History
William has been registered as a financial advisor for 6 years.*
Global Retirement Partners, LLC
Henderson Brothers Retirement Plan Services
Lpl Financial, LLC
Commonwealth Financial Network
Axa Advisors, LLC
Pnc Bank
Pnc Investments LLC
D.B. Root & Company
*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 William Ferguson 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
Sandy, UT
Houston, TX
San Rafael, CA
San Rafael, CA
Fort Washington, PA
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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