Lee Vincent Bethel
Investment adviser representative at Global Retirement Partners LLC
38 yearsExperience
3 statesRegistered in
ChFC®Designation
$169.6BFirm assets
Are you Lee Vincent Bethel? Claim your profile
Contact this firm
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
38 years in the industry.
- Global Retirement Partners, LLCMar 2023 to now
- Hub International Investment Services Inc.Jun 2022 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Feb 1988 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (GA, MD, VA).
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
- 1809480
- Firm CRD
- 172011