Marcella Saliba, financial advisor San Francisco CA
93 score

Marcella Saliba

CRD Number: 5907956
Current Firm: Global Retirement Partners LLC

Marcella Saliba (CRD# 5907956) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC San Francisco, CA Aug 2016 - Current 1
Global Retirement Partners San Rafael, CA Jan 2015 - Current 3
Heffernan Insurance Brokers San Francisco, CA Sep 2001 - Current 16
Heffernan Investment Advisors, Inc. San Francisco, CA May 2012 - Jan 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Marcella M. Saliba
Phone Number: 415-526-2751
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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