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).
Current Firm Details
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts24ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Retirement Specialist
1
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.
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