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Charles Breschi
24 Years of Experience
San Rafael, CA
2 DisclosuresBrokerSells Insurance
Charles Breschi is a registered investment advisor, based in San Rafael, CA, with 24 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History (2)
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Customer Dispute
September 2013Settled
Customer Dispute
April 2012Closed-No Action
Other Business ActivitiesSells Insurance
Charles is employed by HUB International and Franklin Financial Group, dedicating full-time hours to these roles. He also provides investment advisory services through Global Retirement Partners, spending a full-time amount of time on this activity as well.
Employment History
Current Registrations
HUB International Investment Services INC.
August 2025 - Present · 9 mos
HUB International Investment Services INC.Broker
August 2025 - Present · 9 mos
Global Retirement Partners LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
January 2004 - September 2023 · 19 yrs 8 mos
MML Investors Services, LLCBroker
August 2001 - September 2023 · 22 yrs 1 mo
State Registrations26 states
CACODCDEFLGAILINLAMAMDMSNCNJNYORPARISCSDTXUTVAWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.