Brooke Delaney (CRD# 6557852) is an Investment Advisor Representative working at Global Retirement Partners LLC in Encinitas, CA and has over 8 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Encinitas, CA | Oct 2019 - Current | 4 |
| Lpl Financial, LLC | Encinitas, CA | Sep 2019 - Current | 4 |
| Foundational Retirement Solutions LLC | Carlsbad, CA | Oct 2018 - Sep 2019 | < 1 |
| Grpaa | Carlsbad, CA | Dec 2016 - Sep 2018 | 1 |
| Lpl Financial, LLC | Carlsbad, CA | Mar 2016 - Oct 2017 | 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Mar 2016 - Nov 2016 | < 1 |
| Principal Life Insurance Company | New York, NY | Sep 2015 - Mar 2016 | < 1 |
| Princor Financial Services Corporation | New York, NY | Sep 2015 - Mar 2016 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2011 - Sep 2015 | 4 |
| The Wow! Factory | Morgantown, WV | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CA
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Total Assets Under Management140,721MILLIONS
-
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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