Retirement Specialist

Retirement Specialist (CRD# 114491) is a financial advisory firm headquartered in Houston, TX. They manage $5,857,285 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $244,054
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Retirement Specialist
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence G. Boyles
CRD#: 2722563
16850 Saturn Lane, Suite 100, Houston, TX 77058

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. 

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.