James
Lafleur
Global Retirement Partners LLC
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About this Advisor
James Lafleur is a financial advisor based in Providence, Rhode Island, working with Global Retirement Partners LLC. James has previously held positions at Mercer, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, P/E Investments, Quasar Distributors, LLC, Lpl Financial LLC, Global Retirement Partners, LLC, and Sentinel Group. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, New Hampshire, and Rhode Island. Currently, James is part of Global Retirement Partners LLC, which operates out of Providence, Rhode Island. 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
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
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
James Lafleur Work History
Lpl Financial LLC
Global Retirement Partners, LLC
Sentinel Group
P/E Investments
Quasar Distributors, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Mercer
Disclosures
Please visit the SEC profile of James Lafleur 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
Pittsburgh, PA
Frederick, MD
San Rafael, CA
San Rafael, CA
Cleveland, OH
Mercer Island, WA
San Rafael, CA
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