CC
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Colin Clark

20 Years of Experience
Mclean, VA
2 DisclosuresBroker

Colin Clark is a registered investment advisor at Global Retirement Partners LLC, based in Mclean, VA, with 20 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8300 Greensboro Drive, Suite 700, Mclean, VA, 22102

Get directions

History

Regulatory History (2)
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Judgment / Lien
September 2025
Financial
May 2020
Final
Other Business Activities

Colin provides tennis instruction, dedicating about 10-20% of his time to it. He also works full-time as an Investment Advisor Representative under Global Retirement Partners RIA dba HUB Retirement and Wealth Management, and is involved with Clarkfarmhouse LLC for tax/investment purposes.

Employment History
Current Registrations
Global Retirement Partners LLC
November 2015 - Present · 10 yrs 6 mos
LPL Financial LLCBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2012 - November 2015 · 3 yrs
MML Investors Services, LLC
August 2010 - December 2012 · 2 yrs 4 mos
MML Investors Services, LLCBroker
August 2010 - December 2012 · 2 yrs 4 mos
Financial Telesis INCBroker
November 2008 - September 2010 · 1 yr 10 mos
Financial Telesis, INC.
November 2008 - September 2010 · 1 yr 10 mos
Princor Financial Services Corporation
June 2007 - November 2008 · 1 yr 5 mos
Princor Financial Services CorporationBroker
May 2007 - November 2008 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
February 2006 - March 2007 · 1 yr 1 mo
Wachovia Securities, LLCBroker
June 2005 - January 2006 · 7 mos
Simmers Capital Management CorporationBroker
February 1997 - April 1997 · 2 mos
State Registrations17 states
AZDCDEFLGAIAKSLAMDMONCNJOHTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Colin Clark - Financial Advisor | TrueAdvisor