Unclaimed Profile

Mark Douglas Temple

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 7, Series 63, Series 6623 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1689281Firm CRD# 172011

Profile Verification

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

Identity

Mark Douglas Temple · SAN RAFAEL, CA

Registration

CRD #1689281 · GLOBAL RETIREMENT PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC

Jan 2016 – Dec 2017

SLINGERLANDS, NY

INDEPENDENT FINANCIAL PARTNERS

Dec 2013 – Jan 2016

SLINGERLANDS, NY

NRP ADVISORS, INC.

Mar 2008 – Dec 2010

SLINGERLANDS, NY

NRP FINANCIAL, INC.

Oct 2007 – Oct 2008

SLINGERLANDS, NY

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2007 – Oct 2007

LATHAM, NY

INVESMART ADVISORS INC

Jun 2003 – Dec 2006

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 2, 2003

Years registered · 23

Disclosure History

1988Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Mark Douglas Temple offer?

Mark Douglas Temple specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Douglas Temple's credentials?

Mark Douglas Temple is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Douglas Temple located?

Mark Douglas Temple is based in SAN RAFAEL, California, last registered with GLOBAL RETIREMENT PARTNERS LLC.

How does Mark Douglas Temple charge for services?

Mark Douglas Temple'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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