Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Phillips Underwood

Global Retirement Partners LLC

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

About Christopher Phillips Underwood

Christopher Underwood is a financial advisor at Global Retirement Partners LLC. Christopher is registered as both a broker-dealer and an investment advisor. Christopher has a wide range of experience in the financial services industry, having worked for both large and small firms. Christopher is committed to providing clients with personalized financial advice and helping them reach their financial goals. Christopher has over 10 years of experience in the financial services industry. Christopher is also a Certified Financial Planner. Christopher holds a Series 6, Series 63, Series 65 and SIE license and is registered in Illinois. Christopher is a member of the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Christopher Underwood 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

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.

Christopher Underwood’s Registration & Firm History

IL

12/11/2017 - Present

Global Retirement Partners LLC (Chicago IL)

IL

11/22/2016 - 04/18/2017

AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)

Not sure if Christopher Phillips Underwood is right for you?

Licenses & Designations

IA

Issued 12/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Phillips Underwood.
Not sure if Christopher Phillips Underwood is right for you?