Retirement Specialty Group, Inc.

Retirement Specialty Group, Inc. (CRD# 313166) is a financial advisory firm headquartered in Cookeville, TN. They manage $26,798,491 in 583 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $45,967
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, LA, MI, MO, NC, NY, OH, PA, TN, TX, VA, WI

Financial Advisors at Retirement Specialty Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anthony A. Wright
CRD#: 6290025
1125 Perimeter Park Drive, Suite 301, Cookeville, TN 38501

Anthony Wright (CRD# 6290025) is an Investment Advisor Representative working at Retirement Specialty Group, Inc. in Cookeville, TN and has over 4 years of experience in the finance industry.

2
Donald A. Wright
CRD#: 5562960
1125 Perimeter Park Drive, Suite 301, Cookeville, TN 38501

Donald Wright (CRD# 5562960) is an Investment Advisor Representative working at Retirement Specialty Group, Inc. in Cookeville, TN and has over 15 years of experience in the finance industry.

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