Paul Lamb

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Lpl Financial Llc
  Denver, CO
• 04/2015 → Present
  Global Retirement Partners, Llc
  Denver, CA
• 11/2021 → Present
  Hub International Investment Services, Inc.
  Concord, CA

Previous Registrations

• 2011-01-19 → 2015-05-01
  Independent Financial Partners
  Denver, CO
• 2008-03-28 → 2010-08-24
  Investment Advisors International, Inc.
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

1. 12/23/2014 - MRP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 12/18/2014 - 200 Hours Per Month During Securities Trading. 2. 8/18/2017 - Berkshire Advisor Resources, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/30/2017 - 1 Hour Per Month During Securities Trading - LTC. 3. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying my practice and will be 100% owner. Role will remain the same but will no be an employee of HUB. 4. 9/13/2019 - MRP, a division of HUB International - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner. 5. 9/26/2019 - Global Retirement Partners, LLC - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 09/13/2019 - 160 Hours Per Month During Securities Trading - Advice for fixed fees. 6. 9/26/2019 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2015 - 200 Hours Per Month During Securities Trading. 7. 12/12/2019 - Hub International Investment Services Inc. - Not Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Started 10/31/2019 - 0 Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 8. 10/12/2020 - Paul Lamb - Not Investment Related - Home Based - Other-Rep's Business - Start Date: 10/1/2020 - 8 Hours Per Month/0 Hours During Securities Trading - Woodworking building custom furniture. 9. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 10. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 11. 02/22/2024 - Toldja Finance - Other - Podcast - Owner, Host - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 4 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-01
• S63 Uniform Securities Agent State Law Examination
  2005-04-12

Other Names

• Paul Darel Lamb