David
Meschel

The Retirement Group, LLC

CRD#6151678
Investment Advisor
in San Diego, CA
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About this Advisor

David Meschel is a certified financial planner operating out of San Diego, California, with a total of 22 years of financial industry experience. Meschel currently works for The Retirement Group, LLC. Throughout their career, Meschel has worked at Enterprise Leasing Company Of Philadelphia, Jhfn Sii, Convatec, Intellisphere, The Retirement Group, LLC and Fsc Securities Corp. Meschel holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Pennsylvania. The Retirement Group, LLC is a company headquartered in San Diego, California. The firm has offices in 15 locations and a total of 30 employees. It manages $248 million in assets between its 1,642 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,642 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically are based on the type of services provided. However, fees billed by The Retirement Group, LLC can be comprised of asset-based, hourly and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

5414 Oberlin Dr. Suite 220
San Diego, CA 92121

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The Retirement Group, LLC Brokerage Details

Total Assets Under Management

$264,184,522

CA Average: $7,578,581,321
Total Number of Employees

30

CA Average: 43
Total Number of Accounts

1,773

CA Average: 3,727
Average Account Size

$149,004

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

David Meschel Work History

David has 22 years of experience.

2015 - Present (4 years)

The Retirement Group, LLC

2015 - Present (4 years)

Fsc Securities Corp

2013 - 2015 (2 years)

Jhfn Sii

2012 - 2012 (0 years)

Convatec

2011 - 2011 (0 years)

Intellisphere

1996 - 2011 (15 years)

Enterprise Leasing Company Of Philadelphia

Disclosures

David Meschel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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