Evan Barry Gray
Investment adviser representative at Global Retirement Partners LLC
12 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
12 years in the industry.
- LPL Financial LLCSep 2025 to now
- Global Retirement Partners, LLCAug 2025 to now
- AscensusApr 2022 to Jul 2025
- Securian Financial Services IncSep 2017 to Apr 2022
- Minnesota Life Insurance CoAug 2017 to Apr 2022
- American United LifeFeb 2014 to Aug 2017
- Oneamerica SecuritiesFeb 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2193681
- Firm CRD
- 172011