Sarah June Boring
Investment adviser representative at Global Retirement Partners LLC
12 yearsExperience
3 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business
Are you Sarah June Boring? Claim your profile
Contact this firm
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
12 years in the industry.
- Hub International Investment ServicesDec 2025 to now
- Global Retirement Partners LLCMay 2023 to now
- LPL FinancialMar 2016 to now
- Whartonhill Advisors a Subsidiary of Hub InternationalSep 2019 to Mar 2023
- Global Retirement PartnersMar 2019 to Mar 2023
- Strategic Planning Resources dba Whartonhill AdvisorsMar 2016 to Sep 2019
- Independent Financial PartnersMar 2016 to Mar 2019
- BbrgAug 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, OH, PA).
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
- 6628218
- Firm CRD
- 172011