Invested Better
Unclaimed

Unclaimed

Unclaimed

Laura Lee Odea

Global Retirement Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Laura? Claim Your Profile

About Laura Lee Odea

Laura Odea is a financial advisor who has been in the industry for many years. Laura has experience working with a variety of clients, including individuals, families, and businesses. Laura is currently registered with Global Retirement Partners LLC, which is a registered investment advisor. Laura is also registered as an Investment Advisor Representative (IAR) for the firm. Laura provides financial planning and investment management services to clients. Laura is committed to helping clients achieve their financial goals.

Firm Information

Laura Odea 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Laura Odea’s Registration & Firm History

CA

01/03/2019 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

NC

07/26/2017 - 11/07/2018

LPL FINANCIAL LLC (MOORESVILLE NC)

NC

09/10/2015 - 02/08/2017

PRINCIPAL SECURITIES, INC. (Mooresville NC)

MO

10/05/2011 - 08/20/2013

BFP SECURITIES, LLC (ST. LOUIS MO)

TX

12/22/2008 - 04/06/2010

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

NC

04/06/2005 - 06/06/2008

BIRCHTREE FINANCIAL SERVICES, INC. (CHARLOTTE NC)

CO

11/17/2004 - 03/11/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

04/26/1999 - 11/03/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

09/04/1998 - 11/10/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

06/21/1993 - 04/20/1998

MANEQUITY, INC. (BOSTON MA)

Not sure if Laura Lee Odea is right for you?

Licenses & Designations

IA

Issued 01/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/18/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Lee Odea.
Not sure if Laura Lee Odea is right for you?