Retirement Resources Wealth Management, LP

Retirement Resources Wealth Management, LP (CRD# 142428) is a financial advisory firm headquartered in El Paso, TX. They manage $22,000,000 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7362 Remcon Cir, El Paso, TX 79912
http://www.rrwealth.net
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $141,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Retirement Resources Wealth Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Herbert, financial advisor El Paso TX
Thomas A. Herbert
CRD#: 5245636
7362 Remcon Cir, El Paso, TX 79912
93
Wealthminder
score

Thomas Herbert (CRD# 5245636) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 10 years of experience in the finance industry.

2
David Preece, financial advisor El Paso TX
David C. Preece
CRD#: 5485171
7362 Remcon Cir, El Paso, TX 79912
93
Wealthminder
score

David Preece (CRD# 5485171) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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