Rebecca Records
Investment adviser representative at Global Retirement Partners LLC
15 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
15 years in the industry.
- LPL Financial LLCNov 2025 to now
- Global Retirement Partners, LLCSep 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Sep 2025
- Triad Advisors, IncApr 2012 to Aug 2024
- Capital Wealth Management, LLCMay 2011 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4751183
- Firm CRD
- 172011