Skip to content

Brandy M Cumberledge

Investment adviser representative at Global Retirement Partners LLC
11 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business

Are you Brandy M Cumberledge? Claim your profile

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

11 years in the industry.

  1. Hub International Investment ServicesOct 2025 to now
  2. Global Retirement Partners, LLCApr 2021 to now
  3. LPL Financial, LLCApr 2021 to now
  4. Raymond James & Associates, Inc.Jul 2015 to Apr 2021

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
4178481
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
CallContact this firm