Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Lawrence Otter is an investment advisor representative with Global Retirement Partners LLC. Dallas has been in the industry for over 30 years and has extensive experience in financial planning, portfolio management, and pension consulting. Dallas has held registrations with several firms over the years, including LPL Financial LLC, M Holdings Securities, Inc., and Murphey Favre, Inc. Dallas holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Dallas is dedicated to providing personalized financial advice and investment strategies to help individuals and families achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
07/16/2018 - Present
Global Retirement Partners LLC (Mercer Island WA)
WA
07/16/2018 - 12/23/2019
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
11/17/2005 - 05/31/2018
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
CA
01/21/1987 - 11/27/1991
MURPHEY FAVRE, INC. (IRVINE CA)
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dallas Otter is the right advisor for you? Invested Better is here to help.
