Retirement Advisors, LLC

Retirement Advisors, LLC (CRD# 147701) is a financial advisory firm headquartered in Addison, TX. They manage $291,195,930 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $4,549,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Retirement Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael C. Perry
CRD#: 3097960
Dallas, TX 75244
Michael Perry (CRD# 3097960) is an Investment Advisor Representative working at Retirement Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
2
Michael C. Perry
CRD#: 7059818
Atlanta, GA

Michael Perry (CRD# 7059818) is an Investment Advisor Representative working at Retirement Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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