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Stephanie Renee Richardson

Global Retirement Partners LLC

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About Stephanie Renee Richardson

Stephanie Renee Richardson is an Investment Advisor Representative with Global Retirement Partners LLC. Stephanie has been in the industry since February 2012. Stephanie is registered with the state of Virginia. Stephanie has passed the Series 65 exam and is licensed to provide financial planning, pension consulting, and selection of other advisers. Stephanie also provides portfolio management for businesses and individuals. Global Retirement Partners, LLC is a financial advisory firm with a focus on retirement planning. The firm offers a variety of services to individuals, businesses, and institutions.

Firm Information

Stephanie Richardson 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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Stephanie Richardson’s Registration & Firm History

CA

06/24/2019 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

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Licenses & Designations

IA

Issued 01/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Renee Richardson.
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