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Wayne Eric Greenough

Global Retirement Partners LLC

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About Wayne Eric Greenough

Wayne Greenough is a financial advisor registered in 10 states and active in the industry since 1992. Wayne works at Global Retirement Partners LLC, a firm with a focus on providing retirement planning and investment advice. Wayne has a proven track record of success in the industry and is committed to providing his clients with the highest level of service and expertise. Wayne is registered with FINRA and holds Series 6, Series 63 and SIE licenses. Wayne also has experience working with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, Ascend Financial Services, Inc., and PML Securities Company.

Firm Information

Wayne Greenough 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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Wayne Greenough’s Registration & Firm History

CA

10/29/2018 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

NC

03/16/2001 - 12/20/2016

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

03/16/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)

NY

05/03/1999 - 03/14/2001

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

07/14/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MN

02/07/1995 - 03/24/1998

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

DE

05/28/1991 - 10/11/1994

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 05/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Eric Greenough.
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