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Angela Lee Talbot

Investment adviser representative at Global Retirement Partners LLC
26 yearsExperience
2 statesRegistered 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

26 years in the industry.

  1. Global Retirement Partners, LLCMar 2023 to now
  2. Hub InternationalMar 2023 to now
  3. Bcj Capital Management (bauer Captain & Johnson Inc.)Jun 2000 to Mar 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (AZ, NM).

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
4562769
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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