Noel
Adams

Global Retirement Partners LLC

CRD#4951603
Investment Advisor
in Fort Worth, TX

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About this Advisor

Noel Adams is a financial advisor based in Fort Worth, Texas, working with Global Retirement Partners LLC. Noel has previously held positions at Hub International Investment Services, Inc, Lpl Financial, LLC, Global Retirement Partners, LLC, Kestra Financial Services, Inc, The Gus Bates Company, and Nfp Securities. Noel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Noel is part of Global Retirement Partners LLC, which operates out of Fort Worth, Texas. 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 63, 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

3221 Collinsworth Street
Fort Worth, TX 76107

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

TX Average: 43
Total Number of Accounts

28,908

TX Average: 3,727
Average Account Size

$4,867,886

TX 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

Noel Adams Work History

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Global Retirement Partners, LLC

2020 - Present (4 years)

Hub International Investment Services, Inc

2007 - Present (17 years)

The Gus Bates Company

2016 - 2021 (5 years)

Kestra Financial Services, Inc

2007 - 2016 (9 years)

Nfp Securities

Disclosures

Please visit the SEC profile of Noel Adams 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 Barone
Pittsburgh, PA
Scott Skidmore
Cockeysville, MD
Susan Gibbs
San Rafael, CA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Sara Seyer
Austin, TX
Tyler Brewer
Mercer Island, WA
Douglas Stalter
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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