Marcella
Saliba

Global Retirement Partners LLC

CRD#5907956
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Marcella Saliba is a financial advisor based in Walnut Creek, California, working with Global Retirement Partners LLC. Marcella has previously held positions at Heffernan Investment Advisors, Inc, Heffernan Insurance Brokers, Global Retirement Partners, and Lpl Financial, LLC. Marcella has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Marcella is part of Global Retirement Partners LLC, which operates out of Walnut Creek, California. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

1350 Carlback Ave.
Walnut Creek, CA 94596

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

CA Average: 43
Total Number of Accounts

28,908

CA Average: 3,727
Average Account Size

$4,867,886

CA 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

Marcella Saliba Work History

2016 - Present (8 years)

Lpl Financial, LLC

2015 - Present (9 years)

Global Retirement Partners

2001 - Present (23 years)

Heffernan Insurance Brokers

2012 - 2015 (3 years)

Heffernan Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Marcella Saliba 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

Tyler Schultz
Wichita, KS
John Kirkpatrick
Pittsburgh, PA
Charles Merrick
Frederick, MD
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Douglas Stalter
Cleveland, OH
Tyler Brewer
Mercer Island, WA
Susan Gibbs
San Rafael, CA

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