Global Retirement Partners LLC
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About this Advisor
William Ferguson is a financial advisor working out of Pittsburgh, Pennsylvania, who has been in the financial industry for 11 years. Ferguson is on the advisory team at Global Retirement Partners LLC. The advisor has gained experience at Citizens Bank, Ferguson Pub, Cco Investment Services Corp, Merrill Lynch, Pierce, Fenner And Smith Inc, Northwind Construction, Bank Of America, N.A, Axa Advisors, LLC, Pnc Bank, Pnc Investments LLC and D.B. Root & Company. Ferguson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Pennsylvania. Global Retirement Partners LLC is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 84 locations and a total of 197 advisors. It handles $33 billion in assets under management between its 5,219 client accounts, placing it among the largest firms in the country by assets under management. The firm serves two charitable organizations. Of its 5,219 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a few services, such as portfolio management for institutional clients and pension consulting services. Financial management fees usually vary depending on which services are offered. However, fee types charged by Global Retirement Partners LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Global Retirement Partners LLC Brokerage Details
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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 11 years of experience.
Global Retirement Partners, LLC
Commonwealth Financial Network
Henderson Brothers Retirement Plan Services
Lpl Financial, LLC
Axa Advisors, LLC
Pnc Investments LLC
D.B. Root & Company
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Cco Investment Services Corp
William Ferguson has no disclosures.
Please visit their SEC profile for more details.