Carol Lynn Iannessa
Investment adviser representative at Global Retirement Partners LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Global Retirement Partners, LLCMay 2022 to now
- LPL Finaical LLCMay 2022 to now
- Carol Iannessa LLCMar 2017 to now
- Carol L. IannessaMar 2017 to now
- Get Rip'd With CarolMar 2017 to now
- Heritage Wealth Management Group, LLCMar 2017 to now
- Raymond James Financial Services Advisors, Inc.Mar 2017 to Apr 2022
- Raymond James Financial Services, Inc.Mar 2017 to Apr 2022
- Carol IanessaMar 2017 to Jul 2019
- Commonwealth Financial NetworkMay 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2130476
- Firm CRD
- 172011