Unclaimed Profile

John Roger Prichard

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

Clean recordGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1152877Firm CRD# 172011

Profile Verification

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

Identity

John Roger Prichard · SAN RAFAEL, CA

Registration

CRD #1152877 · GLOBAL RETIREMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Roger Prichard 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# 1152877

Firm CRD# 172011

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Roger Prichard offer?

John Roger Prichard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are John Roger Prichard's credentials?

John Roger Prichard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Roger Prichard located?

John Roger Prichard 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 John Roger Prichard charge for services?

John Roger Prichard'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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