Daniel Alcala
Investment adviser representative at Global Retirement Partners LLC
11 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
11 years in the industry.
- Global Retirement Partners, LLCFeb 2021 to now
- Hub InternationalFeb 2021 to now
- LPL Financial, LLCFeb 2020 to now
- E*trade Capital Management LLCMar 2019 to Dec 2019
- E*trade Securities LLCMar 2019 to Dec 2019
- Securities America AdvisorsOct 2018 to Mar 2019
- Securities America, Inc.Oct 2018 to Mar 2019
- Securities America AdvisorsMay 2018 to Sep 2018
- Securities America, Inc.May 2018 to Sep 2018
- Securities America AdvisorsDec 2016 to Mar 2018
- Securities America, Inc.Dec 2016 to Mar 2018
- Foothill Securities, Inc.Jun 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4690096
- Firm CRD
- 172011