The Retirement Group, LLC
The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $544,452,358 in 1,773 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management544MILLION
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Total Number of Accounts1,773ACCOUNTS
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Average Account Value$307,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA
Brent Wolf (CRD# 2528239) is an Investment Advisor Representative working at The Retirement Group, LLC in Novado, CA and has over 29 years of experience in the finance industry.
Jenna Blevins (CRD# 4248484) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 23 years of experience in the finance industry.
Ronald Harpootlian (CRD# 2352505) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Carlos Hernandez (CRD# 7284031) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
Kevin Won (CRD# 2550579) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 3 years of experience in the finance industry.