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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

The Retirement Professor

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

Firm Start Year

1994

No.of Employees

1

CRD#

2722563

Firm CRD#

114491

Name of Broker/Dealer

TD Ameritrade

Name of Custodial Firm

TD Ameritrade

States Licensed in

TX

Years of Experience in Financial Services

25

Number of Years with Current Firm

25

Work Experience

Over 25 years experience.

I work with the following types of clients

Non-Profit Organizations, Individual Investors

Services

Investment Types

Mortgages & Real Estate, Stocks, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds

I can meet clients in the following ways

At my office, Via phone, Via email, Video Conference

Qualifications & Membership

Securities Licenses

Series 7, Series 65

Financial Organization Memberships

Paladin Registry, Houston Investors Association

Firm Information

Advisor's Number of Clients

24

Advisor's Number of Managed Clients

24

Advisor's Number of Planning Clients

0

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$200,000

Compensation Methods

Hourly

Fee % Based on Assets

Varies

Hourly Rate

$150

Education

Bachelor of Science - Mechanical Engineering

The Ohio State University
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