Unclaimed Profile

Chad James Larsen

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

Clean recordGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1763185Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad James Larsen · SAN RAFAEL, CA

Registration

CRD #1763185 · GLOBAL RETIREMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad James Larsen is a registered financial advisor based in SAN RAFAEL, California, affiliated with GLOBAL RETIREMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Chad

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chad is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GLOBAL RETIREMENT PARTNERS LLC

AUM

$140.7B

Regulatory assets under management

Employees

505

Total firm employees

View all advisors at GLOBAL RETIREMENT PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1763185

Firm CRD# 172011

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Chad James Larsen offer?

Chad James Larsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Chad James Larsen's credentials?

Chad James Larsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad James Larsen located?

Chad James Larsen is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Chad James Larsen charge for services?

Chad James Larsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL RETIREMENT PARTNERS LLC?

GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →