Mitchell Mark Perara

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

• 11/2014 → 02/2018
  Invest Financial Corporation
  Passadena, CA
• 11/2014 → Present
  Logix Fcu
  Pasadena, CA
• 02/2018 → Present
  Lpl Financial Llc
  Valencia, CA
• 06/2026 → Present
  Hub International
  Chicago, IL
• 06/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 07/2026 → Present
  Hub International Investment Services
  Austin, TX

Previous Registrations

• 2018-02-14 → 2026-05-17
  Lpl Financial Llc
  Pasadena, CA
  Valencia, CA
  Valencia, CA
  Thousand Oaks, CA
  Burbank, CA
• 2014-11-18 → 2018-02-14
  Invest Financial Corporation
  Pasadena, CA
  Valencia, CA
• 2012-10-01 → 2014-10-09
  J.P. Morgan Securities Llc
  Thousand Oaks, CA
  Thousand Oaks, CA
  Thousand Oaks, CA
  Simi Valley, CA
  Granada Hills, CA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Los Angeles, CA
  Culver City, CA
  Hollywood, CA
  Los Angeles, CA
  Thousand Oaks, CA
  Thousand Oaks, CA
  Thousand Oaks, CA
• 2008-07-17 → 2009-05-02
  Wamu Investments, Inc.
  Santa Monica, CA
  Culver City, CA
  Los Angeles, CA
  Malibu, CA
  Los Angeles, CA
  Venice, CA
• 2006-06-27 → 2008-04-14
  Ubs Financial Services Inc.
  Beverly Hills, CA
• 2002-09-24 → 2003-01-30
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Other Businesses

1. 02/14/2018 - LOGIX FINANCIAL SERVICES, INC - Investment Related - 2340 N HOLLYWOOD WAY, BURBANK, CA 91510 - Non-Variable Insurance - AGENT - Start Date 10/2014 - Indexed Annuity, Fixed Annuity, VAs, Single Premium Annuity, Life Insurance (Universal, Whole, Term), Long Term Care. 2. 02/14/2018 - LOGIX FEDERAL CREDIT UNION - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Consultant - Start Date 12/2014. 3. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2006-06-26
• S63 Uniform Securities Agent State Law Examination
  1990-10-02

Other Names

• Mark Christian
• Mark Christian Perara
• Mitchell Perara