Retirement Extender (r)
Retirement Extender (r) (CRD# 166480) is a financial advisory firm headquartered in Albuquerque, NM. They manage $11,178,871 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts97ACCOUNTS
Average Account Value$115,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Ross Nettles (CRD# 6603743) is an Investment Advisor Representative working at Retirement Extender (r) in Albuquerque, NM and has 1 year of experience in the finance industry.
Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Retirement Extender (r) in Albuquerque, NM and has over 23 years of experience in the finance industry. Steven Margulin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.