Marina Mccleneghen
Investment adviser representative at Global Retirement Partners LLC
10 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
10 years in the industry.
- Global Retirement Partners, LLCAug 2026 to now
- Hub InternationalAug 2026 to now
- Hub International Investment ServicesAug 2026 to now
- LPL Financial LLCAug 2026 to now
- Not ApplicableJul 2026 to Aug 2026
- Cetera Investment Advisers LLCJul 2024 to Jan 2026
- Cetera Investment Services LLCJul 2024 to Jan 2026
- Regions BankMar 2024 to Jun 2026
- TD Bank N.A.Jan 2024 to Mar 2024
- TD Private Client Wealth LLCJan 2024 to Mar 2024
- Truist Advisory Services, Inc.May 2022 to Oct 2023
- Truist Investment Services, Inc.May 2022 to Sep 2023
- Global Retirement Partners, LLCJun 2018 to May 2022
- LPL Financial, LLCJun 2018 to May 2022
- Independent ConsultantAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4270120
- Firm CRD
- 172011