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Scott A Skidmore

Global Retirement Partners LLC

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About Scott A Skidmore

Scott A Skidmore is a financial advisor currently registered with Global Retirement Partners LLC. Scott has been in the industry since September 25, 2012, and is registered in 10 states. Scott has been associated with Global Retirement Partners LLC since June 2015 and previously worked with VALIC FINANCIAL ADVISORS, INC. and LPL FINANCIAL LLC. Scott has a Series 7, Series 66, and SIE license and has held registrations in both the Broker-Dealer and Investment Advisor categories.

Firm Information

Scott Skidmore 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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Scott Skidmore’s Registration & Firm History

MD

02/02/2023 - Present

Global Retirement Partners LLC (HUNT VALLEY MD)

MD

05/25/2012 - 11/07/2013

VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)

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Licenses & Designations

BOTH

Issued 07/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott A Skidmore.
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