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Daren Alcantar

16 Years of Experience
San Rafael, CA
1 DisclosureBroker

Daren Alcantar is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 16 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

Get directions

History

Regulatory History (1)
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Criminal
April 1998
Final Disposition
Other Business Activities

Daren works full-time for GRP Financial, Global Retirement Partners, and HUB International in various investment-related roles. His activities include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Employment History
Current Registrations
Global Retirement Partners LLC
August 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Independent Financial Partners
February 2014 - January 2015 · 11 mos
LPL Financial LLCBroker
November 2010 - September 2014 · 3 yrs 10 mos
Nrp Advisors, INC.
June 2009 - December 2010 · 1 yr 6 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
State Registrations8 states
AZCACOCTNYOHORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daren Alcantar - Financial Advisor | TrueAdvisor