Lee
Bethel
Global Retirement Partners LLC
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About this Advisor
Lee Bethel is a chartered financial consultant working out of Alexandria, Virginia. Bethel works at Global Retirement Partners LLC. Over the course of their career, they have held roles at Hub International Investment Services Inc, Global Retirement Partners, LLC and Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.). Bethel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia, Maryland and Virginia. Global Retirement Partners LLC is a registered investment business based in San Rafael, CA. The firm has offices in 193 locations and a total of 453 financial advisors. It oversees $120 billion in assets between its 25,479 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 40 charities and foundations. Of its 25,479 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a number 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 fees typically depend on which services the firm provides the client. Fees billed by Global Retirement Partners LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Lee Bethel Work History
Lee has been registered as a financial advisor for 0 years.*
Global Retirement Partners, LLC
Hub International Investment Services Inc
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
*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 Lee Bethel 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
Nashville, TN
Mansfield, MA
San Rafael, CA
San Rafael, CA
Houston, TX
San Rafael, CA
San Rafael, CA
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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