DM
David Medina
from Global Retirement Partners LLC
David Medina is a financial advisor based in California, San Rafael,
with 31 years of experience. David currently works for
Global Retirement Partners LLC.
David maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Medina works at Global Retirement Partners LLC
Global Retirement Partners LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $25,668,021,154 of assets under management and employs about 453 people. Global Retirement Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4340 Redwood Highway, Suite B-60, San Rafael, California, 94903
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