Retirement Resources Investment Corporation
Retirement Resources Investment Corporation (CRD# 47723) is a financial advisory firm headquartered in Peabody, MA. They manage $1,665,778,515 in 261 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Retirement Resources Investment Corporation
By the Numbers
-
Total Assets Under Management1,666MILLION
-
Total Number of Accounts261ACCOUNTS
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Average Account Value$6,382,293
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- 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.
FL, MA, NH, PA, RI
Financial Advisors at Retirement Resources Investment Corporation
1
Patrick McGinn (CRD# 2547975) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 29 years of experience in the finance industry.
2
James Phillips (CRD# 858532) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 35 years of experience in the finance industry.
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