Retirement Resources Wealth Management, LP
Retirement Resources Wealth Management, LP (CRD# 142428) is a financial advisory firm headquartered in El Paso, TX. They manage $45,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Retirement Resources Wealth Management, LP
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$360,000
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Retirement Resources Wealth Management, LP
1
Thomas Herbert (CRD# 5245636) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 16 years of experience in the finance industry.
2
Javier Garcia (CRD# 7430581) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 2 years of experience in the finance industry.
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