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Clifford Cowles

Global Retirement Partners LLC

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About Clifford Cowles

Clifford Cowles is a financial advisor who has been in the industry since February 6, 2018. Clifford is currently registered with Global Retirement Partners LLC and previously worked with CHARLES SCHWAB & CO., INC.. Clifford holds Series 66, Series 7 and SIE licenses. Clifford is a registered investment advisor in Ohio and Pennsylvania. Clifford offers investment advisory services, portfolio management, and financial planning services. Clifford's main focus is on high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Clifford's work experience includes positions at American Plumbing Inc., PNC Bank, and Charles Schwab & Co., Inc..

Firm Information

Clifford Cowles 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Clifford Cowles’s Registration & Firm History

CA

05/15/2019 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

OH

02/05/2018 - 03/25/2019

CHARLES SCHWAB & CO., INC. (Richfield OH)

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Licenses & Designations

BOTH

Issued 03/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford Cowles.
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