Retirement Advisors, LLC
Retirement Advisors, LLC (CRD# 147701) is a financial advisory firm headquartered in Dallas, TX. They manage $156,284,560 in 104 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management156MILLION
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Total Number of Accounts104ACCOUNTS
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Average Account Value$1,502,736
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Retirement Advisors, LLC
1
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 Perry (CRD# 7059818) is an Investment Advisor Representative working at Retirement Advisors, LLC in Dallas, TX and has over 5 years of experience in the finance industry.
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