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).
Total Assets Under Management3MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$113,607
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Crista Boyles (CRD# 2979696) is an Investment Advisor Representative working at Retirement Specialist in Houston, TX and has over 18 years of experience in the finance industry.