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Russell Alan Frierson

Global Retirement Partners LLC

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About Russell Alan Frierson

Russell Alan Frierson is a financial advisor with over 20 years of experience in the industry. Russell is currently registered as a Registered Representative with Global Retirement Partners LLC. Russell holds Series 7, Series 63, Series 24, and Series 4 licenses. Russell also holds a Series 65 license which allows Russell to provide investment advice.

Firm Information

Russell Frierson 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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Russell Frierson’s Registration & Firm History

CA

04/06/2016 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

CA

06/30/2006 - 05/19/2008

VTRADER PRO, LLC (SAN FRANCISCO CA)

TX

02/24/2006 - 07/30/2007

TRANSCEND CAPITAL, LP (AUSTIN TX)

CA

05/01/2006 - 05/01/2006

VTRADER, LLC. (SAN FRANCISCO CA)

NJ

06/18/2002 - 02/01/2005

MILLENNIUM BROKERAGE, L.L.C. (CHATHAM NJ)

NY

09/20/2001 - 06/06/2002

U.S. TRADING CORP. (NEW YORK NY)

NY

07/30/2001 - 06/06/2002

TSD TRADING, LLC (NEW YORK NY)

KS

02/22/1999 - 07/26/2001

FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)

MI

06/25/1996 - 11/11/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

WI

12/05/1994 - 05/11/1995

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MO

04/20/1994 - 08/09/1994

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/09/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/29/2000

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Alan Frierson.
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