Daintry N. Price
GLOBAL RETIREMENT PARTNERS LLC
Bothell, WA 98011
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CRD#: 1692616
Professional summary
Daintry Noelle Price, CFP®, who also goes by Daintry Noelle Price-kiser, is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Bothell, Washington and LPL FINANCIAL LLC located in Bothell, Washington.
Daintry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Daintry has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Long-term Care
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Business Succession Planning
Investment Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Daintry Noelle Price-Kiser
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 4/2022- HUB RETIREMENT AND WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- Bellevue, WA 2) 4/2022- HUB INTERNATIONAL- Outside/W-2 Employment- Financial Advisor/Insurance rep- inv. related- Bellevue, WA - start date 5/2021- 30hrs/mth 3) 4/2022- HUB INTERNATIONAL INVESTMENT SERVICES INC- ACCOMMODATION BROKER/DEALER- nv. related- Bellevue, WA - start date 4/2022- 0hrs 4)4/2022- HUB INTERNATIONAL- Non-Variable Insurance- agent selling Life, disability, LTC- inv. related- Bellevue, WA- start date 5/2021- 4hrs/mth 5) 04/29/2022 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/2021 - 150 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 04/29/2022 - (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/2021 - 150 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
CRS (Client Relationship Summary) - RIA
Click below to view Daintry Noelle Price's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
July 16, 2021 - Present
GLOBAL RETIREMENT PARTNERS LLC
Office #1: 12100 Ne 195th Street, Suite 200, Bothell, WA 98011RIA
CRD#: 172011
Bothell, WA
Current
April 21, 2022 - Present
LPL FINANCIAL LLC
Office #1: 12100 Ne 195th St Ste 200, Bothell, WA 98011RIA
BD
CRD#: 6413
BOTHELL, WA
Current
June 25, 2025 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
January 8, 2018 - October 5, 2022
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
January 21, 2017 - December 31, 2017
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
September 25, 2015 - December 31, 2016
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
September 25, 2015 - October 5, 2022
CONOVER SECURITIES CORPORATION
RIA
CRD#: 17129
BELLEVUE, WA
Past
January 7, 2015 - August 15, 2015
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
January 7, 2015 - October 5, 2022
CONOVER SECURITIES CORPORATION
BD
CRD#: 17129
BELLEVUE, WA
Past
January 31, 2008 - January 7, 2015
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BOTHELL, WA
Past
January 31, 2008 - January 7, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
BOTHELL, WA
Past
February 10, 1995 - February 20, 2008
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SEATTLE, WA
Past
March 21, 1989 - February 20, 2008
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SEATTLE, WA
Past
September 24, 1987 - February 15, 1989
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(8/4/2021)
RR
Arizona(5/19/2022)
RR
California(11/14/2023)
RR
Hawaii(10/9/2023)
RR
Illinois(5/19/2022)
RR
Maine(1/9/2024)
IAR
Maryland(7/16/2021)
RR
New York(7/13/2022)
IAR
Ohio(7/16/2021)
RR
Ohio(5/16/2023)
IAR
Washington(7/16/2021)
RR
Washington(4/21/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
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Contact information
Main Address
4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Mailing Address
Phone number
(415) 526-2753
Established
Firm type
Fiscal year end
# of Employees
448
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,235 |
| AUM (Assets Under Management) | $ 143,416,430,435 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011Bothell, WA 98011TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
