David
Bushnell

Global Retirement Partners LLC

CRD#5576085
Investment Advisor
in Buffalo, NY

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About this Advisor

David Bushnell is a certified financial planner operating out of Buffalo, New York with 6 years of industry experience. Bushnell is on the advisory team at Global Retirement Partners LLC. Their career trajectory has included roles at Mml Investors Services Inc, Massmutual Financial Group, Lpl Financial, LLC and Global Retirement Partners, LLC. Bushnell holds a Series 63 license, which qualifies them as a securities representative, and can advise clients in New York and Pennsylvania. Global Retirement Partners LLC is an advisory firm that has its headquarters in San Rafael, CA. The firm has offices in 193 locations and a total of 453 advisors. It oversees $120 billion in assets among its 25,479 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 40 charities and foundations. Of its 25,479 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including 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 largely vary depending on the type of services. However, fees billed by Global Retirement Partners LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

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

8660 Sheridan Drive
Buffalo, NY 14221

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

NY Average: 43
Total Number of Accounts

25,479

NY Average: 3,727
Average Account Size

$4,702,494

NY 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

David Bushnell Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Global Retirement Partners, LLC

2010 - 2017 (7 years)

Mml Investors Services Inc

2010 - 2017 (7 years)

Massmutual Financial Group

*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 David Bushnell 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

Edward Wertz
San Rafael, CA
Daniel Alcala
San Rafael, CA
Jeffery Van Ry
San Rafael, CA
Pamela Brooks
Cleveland, OH
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Deborah Hebb
San Rafael, CA
Gary Carpenter
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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