Unclaimed Profile

Barbara Jean Delaney

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record16 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1380247Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Jean Delaney · SAN RAFAEL, CA

Registration

CRD #1380247 · GLOBAL RETIREMENT PARTNERS LLC · 16 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2021 – present

GLOBAL RETIREMENT PARTNERS LLC

Apr 2015 – present

INDEPENDENT FINANCIAL PARTNERS

Jul 2011 – Jun 2015

PEARL RIVER, NY

NRP ADVISORS, INC.

Feb 2010 – Dec 2010

PEARL RIVER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL RETIREMENT PARTNERS LLC

CRD 172011 · SEC 801-80074

AUM

$140.7B

Regulatory assets under management

Employees

505

28,908 client accounts

Services offered by GLOBAL RETIREMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL RETIREMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Barbara Jean Delaney offer?

Barbara Jean Delaney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Barbara Jean Delaney's credentials?

Barbara Jean Delaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Jean Delaney located?

Barbara Jean Delaney is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Barbara Jean Delaney charge for services?

Barbara Jean Delaney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL RETIREMENT PARTNERS LLC?

GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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