Daintry
Price
Global Retirement Partners LLC
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About this Advisor
Daintry Price is a financial advisor based in Bellevue, Washington, working with Global Retirement Partners LLC. Daintry has previously held positions at Nfp Securities Inc, Conover Capital Management, Conover Securities Corporation, Global Retirement Partners, LLC, Hub International, and Lpl Financial LLC. Daintry has passed the Series 63 regulatory exam and is registered to provide services in Arizona, Maryland, Ohio, and Washington. Currently, Daintry is part of Global Retirement Partners LLC, which operates out of Bellevue, Washington. 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
Daintry Price Work History
Lpl Financial LLC
Global Retirement Partners, LLC
Hub International
Conover Capital Management
Conover Securities Corporation
Nfp Securities Inc
Disclosures
Please visit the SEC profile of Daintry Price 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
Austin, TX
Cockeysville, MD
Pittsburgh, PA
San Rafael, CA
San Rafael, CA
Mercer Island, WA
San Rafael, CA
Frederick, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
