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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Global Retirement Partners 1 month, 1 week Jan 2016 - Present
Independent Financial Partners 5 years, 1 month Dec 2010 - Jan 2016
LPL Financial LLC 5 years, 3 months Nov 2010 - Present
Nrp Advisors, Inc. 2 years, 8 months Mar 2008 - Nov 2010
Nrp Financial, Inc. 3 years, 1 month Oct 2007 - Nov 2010
Nrp Financial, Inc. 1 year Oct 2007 - Oct 2008
Banc of America Investment Services, Inc. 10 months Dec 2006 - Oct 2007
Banc of America Insurance Services, Inc. 10 months Dec 2006 - Oct 2007
Invesmart Advisors Inc 4 years, 1 month Nov 2002 - Dec 2006
Invesmart, Inc. 4 years, 1 month Nov 2002 - Dec 2006
Invesmart Securities, LLC 4 years, 1 month Nov 2002 - Dec 2006

Designations & Memberships

  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 5, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 22, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Feb. 5, 2016
    • $1.3B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 175
      number of clients
    • $7.1M
      Estimated Average Account Balance Per Client

Global Retirement Partners LLC

Last updated on Jan. 4, 2016
    • $20.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $12.5M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees