Angela M Walsh

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

• 10/2015 → 10/2021
  Summit Financial Corporation
  Burlington, MA
• 10/2015 → 11/2021
  Commonwealth Financial Network
  Waltham, MA
• 11/2021 → Present
  Lpl Financial Llc
  Wilmington, MA
• 10/2015 → Present
  Hub International
  Wilmington, MA

Previous Registrations

• 2021-05-13 → 2021-11-11
  Commonwealth Financial Network
  Burlington, MA
  Wilmington, MA

Other Businesses

1) 10/2015 - Outside/W-2 Employment - HUB International -Client Relationship Manager- Non-Inv. Related - Wilmington, MA 2) 11/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - inv. related- Wilmington, MA 2) 08/2000- HUB Retirement and Wealth Management- Non-Variable Insurance- Agent selling Term insurance, fixed annuities, disability, LTC- inv. related- Wilmington, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-04-23

Other Names

• Angela Mary Marando