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Geoffrey Robert White

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California
SIE, Series 6, Series 63Clean recordGLOBAL RETIREMENT PARTNERS LLC
4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 2882857Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Robert White · SAN RAFAEL, CA
Registration
CRD #2882857 · GLOBAL RETIREMENT PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL RETIREMENT PARTNERS LLC
CRD 172011 · SEC 801-80074
AUM
$140.7B
Regulatory assets under management
Employees
505
28,908 client accounts
Services offered by GLOBAL RETIREMENT PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GLOBAL RETIREMENT PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Geoffrey Robert White offer?
Geoffrey Robert White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Geoffrey Robert White's credentials?
Geoffrey Robert White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Robert White located?
Geoffrey Robert White 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 Geoffrey Robert White charge for services?
Geoffrey Robert White'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.
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Other Advisors at GLOBAL RETIREMENT PARTNERS LLC

James Houston Williams
SAN RAFAEL, CA
Cosmo Charles Gould
SAN RAFAEL, CA
David Michael Kulchar
SAN RAFAEL, CA
Evangelia Kalivas
SAN RAFAEL, CA
Barbara Jean Delaney
SAN RAFAEL, CA
Jeffrey Daniel Hamblen
SAN RAFAEL, CA
CFPChFC

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