Teresa Gray (CRD# 2178880) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry.
CRD# 4332415
J.p. Morgan Securities LLC
CRD# 2222281
Rbc Capital Markets, LLC
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | Jul 2022 - Current | 1 |
| Sheridan Road Advisors, A Hub International Company | Denver, CO | Mar 2021 - Current | 3 |
| Goldleaf Partners | Denver, CO | Nov 2016 - Mar 2021 | 4 |
| Impact Financial LLC | Denver, CO | Mar 2016 - Dec 2016 | < 1 |
| Princor Financial Services Corporation | Denver, CO | Sep 2014 - Dec 2016 | 2 |
| Principal Life Insurance Company | Denver, CO | Sep 2014 - Dec 2016 | 2 |
| Mutual Of America Life Insurance Company | Englewood, CO | Apr 2011 - Sep 2014 | 3 |
| Mutual Of America Securities Corporation | Englewood, CO | Apr 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CO
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, 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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