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).
-
Total Assets Under Management544MILLION
-
Total Number of Accounts1,773ACCOUNTS
-
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
Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 12 years of experience in the finance industry.
Wesley Boudreaux (CRD# 4550987) is an Investment Advisor Representative working at The Retirement Group, LLC in Houston, TX and has over 21 years of experience in the finance industry.
Michael Corgiat (CRD# 1213019) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 40 years of experience in the finance industry.
Bill Henry (CRD# 1473646) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 38 years of experience in the finance industry.
John Jastremski (CRD# 1291024) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Shayne Kuebler (CRD# 3255878) is an Investment Advisor Representative working at The Retirement Group, LLC in Hayden, ID and has over 24 years of experience in the finance industry.
Kevin Landis (CRD# 2325460) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 31 years of experience in the finance industry.
Tyson Mavar (CRD# 5514338) is an Investment Advisor Representative working at The Retirement Group, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Patrick Ray (CRD# 3168735) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Gregory Rolfes (CRD# 3271782) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.