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Maryam Alyce Houston

Global Retirement Partners LLC

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About Maryam Alyce Houston

Maryam Alyce Houston is a financial advisor with Global Retirement Partners LLC. Maryam is registered as an Investment Advisor Representative in Texas. She has been in the financial services industry since September 2013. Maryam holds a Series 66 license and has experience with various financial planning, investment management, and pension consulting services for individuals and businesses. Her primary employment is with Global Retirement Partners LLC, based in San Rafael, California. Prior to joining Global Retirement Partners LLC, she has experience with Level Four Group, LPL Financial LLC, Level Four Advisory Services, Good Life Advisors, LLC, and Forme Financial in Texas and Pennsylvania.

Firm Information

Maryam Houston 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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Maryam Houston’s Registration & Firm History

TX

09/19/2024 - Present

Global Retirement Partners LLC (Frisco TX)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maryam Alyce Houston.
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