Lisa Ann Thompson
Investment adviser representative at Global Retirement Partners LLC
32 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
32 years in the industry.
- Global Retirement Partners, LLCMar 2023 to now
- Hub International, Inc.Jun 2021 to now
- LPL Financial, LLCJun 2021 to now
- MML Investors Services, Inc.Apr 2001 to May 2021
- Massachusetts Mutual Life Insurance CompMay 1994 to May 2021
- Epstein Financial ServicesApr 1994 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2681695
- Firm CRD
- 172011