linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Jacob Taylor

Global Retirement Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Jacob Taylor

Charles Jacob Taylor is a financial advisor at Global Retirement Partners LLC, with a strong focus on providing comprehensive financial planning services to a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. Charles has a diverse background, having worked as a swim instructor and in the hospitality industry, and is a graduate of Texas State University. Charles holds the Series 7TO, SIE, and Series 66 securities licenses. Charles has been in the financial services industry since 2022. Charles has a strong commitment to helping clients achieve their financial goals.

Firm Information

Charles Taylor is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Taylor’s Registration & Firm History

CA

10/30/2024 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

Not sure if Charles Jacob Taylor is right for you?

Licenses & Designations

BOTH

Issued 08/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Jacob Taylor.
Not sure if Charles Jacob Taylor is right for you?