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Cynthia Leann Hodges

Global Retirement Partners LLC

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About Cynthia Leann Hodges

Cynthia Hodges has been in the financial industry since 2000 and is currently registered with Global Retirement Partners LLC. Cynthia holds a Series 6, Series 26, Series 63 and Series 65 licenses. She has worked for multiple firms, including Financial Telesis Inc, Woodbury Financial Services, Inc., Invesco AIM Distributors, Inc., and Invesco Distributors, Inc. Cynthia has a broad range of experience in the financial services industry and is committed to helping her clients achieve their financial goals.

Firm Information

Cynthia Hodges 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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Cynthia Hodges’s Registration & Firm History

CO

05/10/2016 - Present

Global Retirement Partners LLC (Denver CO)

CO

10/15/2010 - 10/07/2014

FINANCIAL TELESIS INC (DENVER CO)

CO

12/23/2009 - 10/08/2010

WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)

TX

09/01/2003 - 08/31/2009

INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)

TX

12/21/2000 - 09/01/2003

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Leann Hodges.
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