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Mark Laughton

11 Years of Experience
San Rafael, CA
Sells Insurance

Mark Laughton is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 11 years of industry experience. Mark 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

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an independent insurance agent selling and servicing fixed insurance products since 2016, dedicating full-time hours to this. He is also a retirement plan consultant selling and servicing fixed insurance products, taking about half of his time, and a Senior Vice President at HUB International since July 2022.

Employment History
Current Registrations
Global Retirement Partners LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Quintes Financial Services, LLC
November 2016 - February 2023 · 6 yrs 3 mos
Voya Financial Advisors, INC.Broker
February 2016 - May 2016 · 3 mos
Hayashi & Wayland Investment Services, LLC
August 2014 - January 2016 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
February 2011 - December 2011 · 10 mos
State Registrations2 states
CANY
Advisor

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.