Wayne
Greenough

Global Retirement Partners LLC

CRD#2124258
Investment Advisor
in San Rafael, CA

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About this Advisor

Wayne Greenough is a financial advisor who works out of San Rafael, California who has 5 years of industry experience. Greenough is an advisor for Global Retirement Partners LLC. Greenough has gained experience at Metropolitan Life Insurance Co, Metlife Securities Inc, Massmutual, Lpl Financial, LLC and Global Retirement Partners, LLC. Greenough has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina and South Carolina. Global Retirement Partners LLC is a financial advisory firm that has its headquarters in San Rafael, CA. The firm has offices in 193 locations and a total of 453 advisors. It manages $120 billion in assets under management among its 25,479 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 40 charitable organizations. Of its 25,479 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a diverse set 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Global Retirement Partners LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

4340 Redwood Highway Suite B-60
San Rafael, CA 94903

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

CA Average: 43
Total Number of Accounts

25,479

CA Average: 3,727
Average Account Size

$4,702,494

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

Wayne Greenough Work History

Wayne has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Global Retirement Partners, LLC

2016 - Present (8 years)

Lpl Financial, LLC

2016 - 2016 (< 1 year)

Massmutual

2001 - 2016 (15 years)

Metropolitan Life Insurance Co

2001 - 2016 (15 years)

Metlife Securities Inc

*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 Wayne Greenough 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

Sonya Spagnola
Scottsdale, AZ
Anthony Zantua
Prior Lake, MN
Kristina Keck
San Francisco, CA
Matthew Greene
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Bruce Jensen
Sandy, UT
Deborah Hebb
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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