Sonya
Spagnola

Global Retirement Partners LLC

CRD#6792971
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Sonya Spagnola is a financial advisor who works out of Scottsdale, Arizona with 1 year of relevant experience. Spagnola is currently employed by Global Retirement Partners LLC. Over the course of their career, Spagnola has held roles at Chase Bank, Bbva Compass, Stellar Capital Management, Wealthplan Advisors, Global Retirement Partners, LLC and Hub International. Spagnola maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Arizona. Global Retirement Partners LLC is a company headquartered in San Rafael, CA. It has offices in 193 locations and a total of 453 financial advisors. It manages $120 billion in total assets among its 25,479 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 25,479 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which service is offered. Fees billed by Global Retirement Partners LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8777 N. Gainey Center Drive, Suite 201
Scottsdale, AZ 85258

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

AZ Average: $7,578,581,321
Total Number of Employees

453

AZ Average: 43
Total Number of Accounts

25,479

AZ Average: 3,727
Average Account Size

$4,702,494

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Sonya Spagnola Work History

Sonya has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Global Retirement Partners, LLC

2022 - Present (2 years)

Hub International

2021 - Present (3 years)

Wealthplan Advisors

2017 - 2021 (4 years)

Wealthplan Advisors

2015 - 2017 (2 years)

Stellar Capital Management

2013 - 2013 (< 1 year)

Chase Bank

2013 - 2015 (2 years)

Bbva Compass

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sonya Spagnola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Retirement Partners LLC

Anthony Zantua
Prior Lake, MN
Terra Jahns
San Rafael, CA
Ryan Finnell
San Rafael, CA
Kevin Bove
Pittsburgh, PA
Darrell Ellisor
Houston, TX
Gary Carpenter
San Rafael, CA
Pamela De Sena
San Rafael, CA
Scott Krase
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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