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Colin Merrill Clark

Global Retirement Partners LLC

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About Colin Merrill Clark

Colin Clark is a registered investment advisor representative for Global Retirement Partners LLC. Colin has been in the industry since 2005 and is registered in several states, including Virginia, Maryland, and the District of Columbia. Colin has a strong background in financial planning, retirement planning, and portfolio management. Colin provides investment advisory services to individuals, families, and businesses. Colin offers financial planning, retirement planning, and investment management services.

Firm Information

Colin Clark is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Clark’s Registration & Firm History

VA

11/16/2015 - Present

Global Retirement Partners LLC (MCLEAN VA)

VA

08/31/2010 - 12/05/2012

MML INVESTORS SERVICES, LLC (MCLEAN VA)

VA

11/24/2008 - 09/23/2010

FINANCIAL TELESIS INC (LEESBURG VA)

VA

05/30/2007 - 11/24/2008

PRINCOR FINANCIAL SERVICES CORPORATION (LEESBURG VA)

VA

02/09/2006 - 03/13/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (MCLEAN VA)

VA

06/29/2005 - 01/04/2006

WACHOVIA SECURITIES, LLC (ASHBURN VA)

AZ

02/10/1997 - 04/17/1997

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Colin Merrill Clark. Review regulatory record here.
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