Unclaimed Profile

James Houston Williams

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

Clean recordGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1482414Firm CRD# 172011

Profile Verification

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

Identity

James Houston Williams · SAN RAFAEL, CA

Registration

CRD #1482414 · GLOBAL RETIREMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Houston Williams 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

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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# 1482414

Firm CRD# 172011

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Houston Williams offer?

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

What are James Houston Williams's credentials?

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

Where is James Houston Williams located?

James Houston Williams 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 James Houston Williams charge for services?

James Houston Williams'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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