Carlos
Hernandez
The Retirement Group, LLC
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About this Advisor
Carlos Hernandez is a financial advisor operating out of San Diego, California who has 1 year of industry experience. Hernandez is an employee of The Retirement Group, LLC. During their career, Hernandez has held roles at New York Life Insurance Co, United Production Framing LLC, The Hodges Golf Learning Center, Full Time Education At Csu Chico, Full Time Education At Orange Glen High School, Nylife Securities LLC and The Retirement Group, LLC. Hernandez holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. The Retirement Group, LLC is a business headquartered in San Diego, CA. It has offices in 11 locations and a total of 30 advisors. It administers $437 million in assets among its 1,651 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,651 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by The Retirement Group, LLC can consist of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Group, LLC Brokerage Details
$437,414,376
30
1,651
$264,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Carlos Hernandez Work History
Carlos has been registered as a financial advisor for 1 years.*
The Retirement Group, LLC
New York Life Insurance Co
Nylife Securities LLC
United Production Framing LLC
The Hodges Golf Learning Center
Full Time Education At Csu Chico
Full Time Education At Orange Glen High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Group, LLC
Hayden, ID
San Diego, CA
Austin, TX
Lewisville, NC
Colleyville, TX
San Diego, CA
Houston, TX
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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