John Douglas Mcdaniels
Investment adviser representative at Global Retirement Partners LLC
13 yearsExperience
2 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hub International Investment ServicesOct 2025 to now
- Global Retirement Partners, LLCSep 2025 to now
- LPL Financial LLCSep 2025 to now
- Hub International Insurance ServicesMay 2025 to Sep 2025
- Level Four Advisory ServicesMay 2021 to Dec 2024
- Level Four Financial, LLCFeb 2021 to May 2025
- Mass Mutual Life Insurance CompanyMay 2013 to Feb 2021
- MML Investors ServicesMay 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1444518
- Firm CRD
- 172011