Retirement Specialist

Retirement Specialist (CRD# 114491) is a financial advisory firm headquartered in Houston, TX. They manage $3,067,391 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $113,607
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
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 Specialist
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence G. Boyles
CRD#: 2722563
16850 Saturn Lane, Houston, TX 77058
100
Wealthminder
score

Lawrence Boyles (CRD# 2722563) is an Investment Advisor Representative working at Retirement Specialist in Houston, TX and has over 20 years of experience in the finance industry.  Retirement Specialists is a fee-only firm specializing in helping employees retire and receive monthly paychecks in retirement.  Lawrence has been quoted in The Wall Street Journal, the Houston Chronicle, and has been interviewed on several TV shows. 

2
Crista F. Boyles
CRD#: 2979696
18333 Egret Bay Blvd., Suite 270, Houston, TX 77058
93
Wealthminder
score

Crista Boyles (CRD# 2979696) is an Investment Advisor Representative working at Retirement Specialist in Houston, TX and has over 19 years of experience in the finance industry.

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