Charles P. Merrick

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Rcm&D
  Baltimore, MD
• 03/2016 → 02/2017
  Global Retirement Partners, Llc
  San Rafael, CA
• 03/2018 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1. 01/07/2016 - RCM&D - DBA for LPL Business (entity for LPL business) - 100% - BALTIMORE, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-18
• S63 Uniform Securities Agent State Law Examination
  2011-04-14

Other Names

• Chip Merrick
• Charles Percival Merrick
• Charles Percival Merrick
• Charles Percival Merrick
• Charles Percival Merrick Iv
• Charles Percival Merrick
• Charles P. Merrick Iv
• Charles P. Merrick
• Charles Merrick