Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kelley Todd is a financial advisor with Global Retirement Partners LLC. David Todd has been working in the financial industry since October 25, 2006. David Todd is registered in 10 states including California, Idaho, Maryland, Michigan, Nevada, New Jersey, North Dakota, Utah, and Washington. David Todd is also registered as a Registered Investment Advisor in Utah. David Todd has passed the Series 66, Series 24, SIE, and Series 7 exams. David Todd has experience in a variety of financial services including financial planning, pension consulting, and portfolio management. David Todd is a Registered Representative of LPL Financial. LPL Financial is a separate entity from and not affiliated with Global Retirement Partners LLC.
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.
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2
CA
10/03/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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