Darrell
Ellisor

Global Retirement Partners LLC

CRD#2273519
Investment Advisor
in Houston, TX

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About this Advisor

Darrell Ellisor is a financial advisor based in Houston, Texas, working with Global Retirement Partners LLC. Darrell has previously held positions at Lpl Financial LLC, Global Retirement Partners, LLC, Hub International Investment Services, Inc, and Hub International Investment Advisory Services, Inc. Darrell has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Darrell is part of Global Retirement Partners LLC, which operates out of Houston, Texas. 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

Series 63, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9731 Wortham Blvd., Suite 105
Houston, TX 77065

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

TX Average: $7,578,581,321
Total Number of Employees

505

TX Average: 43
Total Number of Accounts

28,908

TX Average: 3,727
Average Account Size

$4,867,886

TX Average: $2,033,427

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

Darrell Ellisor Work History

2021 - Present (4 years)

Global Retirement Partners, LLC

2019 - Present (6 years)

Hub International Investment Services, Inc

2019 - Present (6 years)

Hub International Investment Advisory Services, Inc

2013 - Present (12 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Darrell Ellisor 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

Tyler Schultz
Wichita, KS
Patrick Mckiernan
San Rafael, CA
Anthony Barone
Pittsburgh, PA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Douglas Stalter
Cleveland, OH
Tyler Brewer
Mercer Island, WA
Susan Gibbs
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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