Laura
Peirson

Global Retirement Partners LLC

CRD#2502704
Investment Advisor
in San Rafael, CA

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About this Advisor

Laura Peirson is a financial advisor working out of San Rafael, California with a total of 2 years of industry experience. Peirson is on the advisory team at Global Retirement Partners LLC. During their career, Peirson has held roles at Global Retirement Partners, LLC, Standard Retirement Services, Inc, Stancorp Investment Advisers, Inc, Ascensus Retirement, Adp LLC, Adp Broker Dealer Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC, Commonwealth Financial Network, Planwise Financial Group and Lpl Financial LLC. Peirson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Global Retirement Partners LLC is a financial advisory company that has its headquarters in San Rafael, CA. The company has offices in 193 locations and a total of 453 people on staff. It administers $120 billion in assets across its 25,479 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 40 charitable organizations. Of its 25,479 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The company performs 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 typically are based on which services are offered. However, fees charged by Global Retirement Partners LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

4340 Redwood Highway Suite B-60
San Rafael, CA 94903

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

CA Average: 43
Total Number of Accounts

25,479

CA Average: 3,727
Average Account Size

$4,702,494

CA 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

Laura Peirson Work History

Laura has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Global Retirement Partners, LLC

2021 - Present (3 years)

Lpl Financial LLC

2019 - Present (5 years)

Planwise Financial Group

2019 - 2019 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2019 (< 1 year)

Pruco Securities, LLC

2019 - 2021 (2 years)

Commonwealth Financial Network

2017 - 2019 (2 years)

Adp LLC

2017 - 2019 (2 years)

Adp Broker Dealer Inc

2016 - 2017 (1 year)

Stancorp Investment Advisers, Inc

2015 - 2016 (1 year)

Standard Retirement Services, Inc

2001 - 2015 (14 years)

Ascensus Retirement

*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 Laura Peirson 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

Gary Carpenter
San Rafael, CA
Matthew Gist
San Rafael, CA
Ryan Finnell
San Rafael, CA
Deborah Hebb
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Bruce Jensen
Sandy, UT
Kevin Bove
Pittsburgh, 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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