Douglas Daniel Macdonald
Investment adviser representative at Global Retirement Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets
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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.
- Hub International Investment ServicesAug 2025 to now
- LPL FinancialFeb 2022 to now
- Global Retirement Partners, LLCOct 2019 to now
- MrpretireApr 2018 to Oct 2019
- Central Bank of UtahOct 2016 to Apr 2018
- Utah Valley UniversityJun 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6943796
- Firm CRD
- 172011