Wayne Thomas Lavallee
Investment adviser representative at Glr Partners
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$260.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Glr Partners, LLCMay 2025 to now
- Simplicity Group, LLC. (the Leaders Group, LLC)May 2025 to now
- The Leaders Group IncMay 2025 to now
- UBS Financial Services Inc.Oct 2015 to May 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (MD).
Glr Partners
Legal name: Glr Partners, LLC
$260.7MAssets managed
173Clients
3Advisers
1 yearIn 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
- 2801169
- Firm CRD
- 334902