William
Ebersold
Global Retirement Partners LLC
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About this Advisor
William Ebersold is a financial advisor based in Providence, Rhode Island, working with Global Retirement Partners LLC. William has previously held positions at Ameriprise Financial Services, LLC, People'S United Bank, M&T Bank, Main Street Financial Group, Roger Williams University, Public School System, Lpl Financial LLC, and Global Retirement Partners, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, William 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
William Ebersold Work History
Lpl Financial LLC
Global Retirement Partners, LLC
Ameriprise Financial Services, LLC
M&T Bank
People'S United Bank
People'S United Bank
Roger Williams University
Main Street Financial Group
Roger Williams University
Public School System
Disclosures
Please visit the SEC profile of William Ebersold 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
Pittsburgh, PA
Sandy, UT
Frederick, MD
San Rafael, CA
San Rafael, CA
Salt Lake City, UT
San Rafael, CA
San Rafael, CA
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