Brandy Cumberledge, financial advisor Forth Worth TX

Brandy Cumberledge

CRD Number: 4178481
Current Firm: Global Retirement Partners LLC

Brandy Cumberledge (CRD# 4178481) is an Investment Advisor Representative working at Global Retirement Partners LLC in Forth Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Fort Worth, TX Apr 2021 - Current 1
Global Retirement Partners, LLC Forth Worth, TX Apr 2021 - Current 1
Raymond James & Associates, Inc. Fort Worth, TX Jul 2015 - Apr 2021 5
Mary Kay Ft. Worth, TX Jul 2015 - Mar 2016 < 1
Edward Jones Fort Worth, TX Apr 2000 - Jul 2015 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Brandy M. Cumberledge
Phone Number: 415-526-2753
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    107,120
    MILLIONS
  • Total Number of Accounts
    19,922
    ACCOUNTS
  • Average Account Value
    $5,376,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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