Featured Business Financial Advisor in Houston, TX
Houston Financial Advisors
Retirement Specialist Incorporated
16850 Saturn Lane, Suite 100
Houston, TX 77058
Phone Number
“The Retirement Professor”
Advisor Profile
Lawrence  Boyles
Name:  Lawrence Boyles
Website:  Visit Website

About Retirement Specialist Incorporated

Retirement Specialists Incorporated is a fee-only, investment advisory firm located in Houston, Texas. The firm specializes in Planning for Retirement, helping you understand your 401(k), pension, thrift savings plan, 403(b), 457, and IRAs; obtaining early retirement using your 401(k), IRAs, Net Unrealized Appreciation (NUA) of company stock, 403(b), 457, or Federal Thrift Savings Plan (TSP); getting your maximum pension; 401(k) Rollovers, and receiving early payout through 72t's.

The firm also specializes in managing retirement portfolios.

Through putting clients interests first, excellent service, objective advice, and an outstanding reputation for trustworthiness, the team has built a client base that has expanded through referrals from satisfied clients.

Lawrence Boyles is the co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k).
 

General Information

States Willing to do Business in:    Alvin,Bacliff,Baytown,Bellaire,Deer Park,Dickinson,Fresno,Friendswood,Hitchcock,Houston,Kemah,La Marque,La Porte,League City,Manvel,Pasadena,Pearland,Santa Fe,Seabrook,South Houston,Texas City,Webster
Name of Broker/Dealer:    TD Ameritrade
I work with the following types of clients:    Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    25
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    TX
Firm CRD#:    114491
Work Experience:    Over 25 years experience.
CRD#:    2722563
Years of Experience in Financial Services:    25
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, Houston Investors Association
Securities Licenses:    Series 7, Series 65
 

Firm Information

Advisor's Number of Managed Clients:    24
Advisor's Number of Planning Clients:    0
Advisor's Number of Clients:    24
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $200,000
Compensation Methods:    Based on Assets, Hourly
Fee % Based on Assets:    Varies
Hourly Rate:    $150