Rhett N. Sinclair
GLOBAL RETIREMENT PARTNERS LLC
Aiken, SC 29803
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CRD#: 1782891
Professional summary
Rhett Nolan Sinclair, CFP® is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Aiken, South Carolina and LPL FINANCIAL LLC located in Aiken, South Carolina.
Rhett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Rhett has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Business Succession Planning
Estate Planning
Insurance Planning
Long-term Care
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 07/17/2024 - CREATIVE FINANCIAL NETWORK / Non-Variable Insurance / Inv. Related / AIKEN SC / Start date 10/01/2011 2) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES. A HUB INT'L CO / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 3) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES CONSULTING SERVICES LLC / Business Owner / Not Inv. Related / COLUMBIA SC / Start date 01/01/2017 - 5/6 Hrs per month - 1 % Time Spent 4) 07/17/2024 - C HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 5) 07/17/2024 - HUB INTERNATIONAL / Outside/W-2 Employment / Not Inv. Related / Aiken SC / Start date 03/04/2024 - 12 Hrs per month - 50% Time Spent 6) 07/17/2024 - RHETT SINCLAIR & ASSO CIATES LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date 10/02/2011 - 4 Hrs per month - 10% Time Spent 7) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 8) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB IN'T CO - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 2/01/2011 - 160 Hours Per Month/ 8 Hours During Trading 9) 07/23/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/04/24 - 160 Hours Per Month/ 8 Hours During Trading 10) 07/23/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/04/2024 - 160 Hours Per Month/ 8 Hours During Trading 11) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/1/11 - 40 Hours Per Month/ 10 Hours During Trading 12) 07/23/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 2/28/24 - 160 Hours Per Month/ 5 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Rhett Nolan Sinclair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
July 17, 2024 - Present
GLOBAL RETIREMENT PARTNERS LLC
Office #1: 5130 Woodside Executive Court, Aiken, SC 29803RIA
CRD#: 172011
Aiken, SC
Current
July 17, 2024 - Present
LPL FINANCIAL LLC
Office #1: 5130 Woodside Executive Ct, Aiken, SC 29803RIA
BD
CRD#: 6413
AIKEN, SC
Current
February 12, 2025 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
September 20, 2011 - July 19, 2024
OSAIC FS, INC.
RIA
CRD#: 3870
AIKEN, SC
Past
September 19, 2011 - July 19, 2024
OSAIC FS, INC.
BD
CRD#: 3870
AIKEN, SC
Past
April 20, 2011 - September 1, 2011
AP WEALTH MANAGEMENT
RIA
CRD#: 156417
AIKEN, SC
Past
September 8, 2009 - September 21, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
AUGUSTA, GA
Past
August 20, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
AIKEN, SC
Past
April 23, 2008 - August 16, 2011
(DBA) MCMANUS & SINCLAIR WEALTH MANAGEMENT, LLC
RIA
CRD#: 127188
AIKEN, SC
Past
May 17, 2007 - August 18, 2008
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
AIKEN, SC
Past
May 31, 2005 - September 28, 2005
AMERICAN SECURITIES GROUP, INC.
BD
CRD#: 43730
CHARLOTTE, NC
Past
January 10, 2003 - November 18, 2005
ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 119492
AIKEN , SC
Past
January 22, 2001 - May 11, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
July 30, 1999 - January 18, 2001
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
January 12, 1988 - July 19, 1999
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(7/17/2024)
RR
Alabama(7/23/2024)
RR
Arizona(7/17/2024)
IAR
Arizona(8/2/2024)
RR
Colorado(7/17/2024)
IAR
Colorado(7/17/2024)
RR
Connecticut(7/17/2024)
RR
Florida(7/17/2024)
IAR
Florida(11/25/2024)
RR
Georgia(7/17/2024)
IAR
Georgia(7/18/2024)
RR
Indiana(7/17/2024)
IAR
Indiana(7/17/2024)
RR
New Jersey(7/17/2024)
IAR
New Jersey(7/18/2024)
RR
New York(7/17/2024)
RR
North Carolina(7/17/2024)
IAR
North Carolina(7/17/2024)
RR
Pennsylvania(7/17/2024)
IAR
Pennsylvania(7/17/2024)
RR
South Carolina(7/17/2024)
IAR
South Carolina(7/17/2024)
RR
Texas(7/17/2024)
IAR
Texas(7/17/2024)
RR
Virginia(7/17/2024)
IAR
Virginia(7/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
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Contact information
Main Address
4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Mailing Address
Phone number
(415) 526-2753
Established
Firm type
Fiscal year end
# of Employees
448
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,235 |
| AUM (Assets Under Management) | $ 143,416,430,435 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011Aiken, SC 29803TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
