Randall Scott Ward
Investment adviser representative at Global Retirement Partners LLC
40 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
40 years in the industry.
- Global Retirement Partners, LLCAug 2026 to now
- LPL Financial LLCAug 2026 to now
- Hub InternationalSep 2018 to now
- Cambridge Investment Research Advisors, Inc.Oct 2018 to Aug 2026
- Cambridge Investment Research Inc.Oct 2018 to Aug 2026
- Institutional Securities CorpFeb 2015 to Aug 2018
- The Ward AgencyMar 1986 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 2183029
- Firm CRD
- 172011