Barbara DelaneyCRD Number: 1380247
Current Firm: Global Retirement Partners LLC
Barbara Delaney (CRD# 1380247) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pearl River, NY and has over 28 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Global Retirement Partners, LLC||San Rafael, CA||Apr 2015 - Current||1|
|Lpl Financial LLC||Pearl River, NY||Nov 2010 - Current||6|
|Independent Financial Partners||Pearl River, NY||Nov 2010 - Apr 2015||4|
|Nrp Financial, Inc.||Bryan, OH||Aug 2007 - Nov 2010||3|
|Ffoa||Pearl River, NY||Jan 2000 - Nov 2010||10|
|Connecticut Mutual Life Ins. Company||Roseland, NJ||Jul 1989 - Nov 2010||21|
|Mml Investors Services, Inc.||Wayne, NJ||Mar 1996 - Aug 2007||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management18,102MILLIONS
Total Number of Accounts3,121ACCOUNTS
Average Account Value$5,800,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.