Superior Retirement Strategies, LLC

Superior Retirement Strategies, LLC (CRD# 158152) is a financial advisory firm headquartered in Frisco, TX. They manage $13,602,731 in 330 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $41,220
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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 Superior Retirement Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa G. Fortenberry
CRD#: 5688213
5300 Town & Country Boulevard, Suite 190, Frisco, TX 75034
90
Wealthminder
score

Melissa Fortenberry (CRD# 5688213) is an Investment Advisor Representative working at Superior Retirement Strategies, LLC in Frisco, TX and has over 5 years of experience in the finance industry.

2
Jeffrey S. Brown
CRD#: 2900770
5300 Town & Country Boulevard, Suite 190, Frisco, TX 75034
81
Wealthminder
score

Jeffrey Brown (CRD# 2900770) is an Investment Advisor Representative working at Superior Retirement Strategies, LLC in Frisco, TX and has over 19 years of experience in the finance industry.

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