Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Cornelius
36yrs
Michael Thomas
Full name on record: Michael Lyons Thomas
Financial advisor at Global Retirement Partners
Michael Thomas has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Cornelius, North Carolina. After less than a year at Principal Securities and a year at Advice and Planning Services, Michael joined Global Retirement Partners in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Global Retirement Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 185 advisors with offices in Cornelius, and one of 171 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 4% by experience in Cornelius
OfficeCornelius, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$607,155
Advisors at the firm460
States licensed ?1 state
Services through Global Retirement Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowGlobal Retirement Partners LLCCurrent firm
- Feb 2018 – Jun 2018Principal Securities, Inc.Previously
- 2015 – 2017Principal Securities, Inc.Previously
- Apr 2012 – May 2013
- 2008 – 2010Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008Citigroup Global Markets Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Global Retirement Partners at (415) 526-2753 and ask for Michael Thomas. Michael works from the Cornelius, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1990, about 36 years. Top 4% by experience in Cornelius.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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