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Retirement Planners Of America financial advisors in Texas
Every SEC-registered investment adviser representative at a Retirement Planners Of America office in Texas, by city and A to Z.
The short answer
28 registered advisors work at Retirement Planners Of America in Texas, out of 29 nationwide; it's the firm's number 1 state by advisors, and the most are in Plano (27). 8 list the CFP designation and 0 are also registered broker representatives.
Retirement Planners Of America advisors by city in Texas
Every firm in Texas →Retirement Planners Of America advisors in Texas, A to Z
Search by name →- Jacqelyn BrianPlano
- John A. BroderickPlano
- Natalie L. ChandlerPlano · Certified Financial Planner
- Mark E. CloptonPlano
- Lesa L. CollinsPlano
- Benjamin J. DethlefsPlano
- Joanna DossmanPlano
- Charles D. Dyer Jr.Plano · Certified Financial Planner
- Cody D. DyerPlano
- Thomas H. HealyPlano
- Max JaffePlano
- Matthew S. KlotschePlano
- Clifford T. KwanPlano · Certified Financial Planner
- Paul E. LeemanPlano
- Joel E. LenziniPlano
- Stephen B. LubyPlano
- Michael J. LutzPlano · Certified Financial Planner
- Patsy R. MandolaPlano
- Daniel J. McGuirePlano · Certified Financial Planner
- Kenneth A. MoraifPlano · Certified Financial Planner
- Gwendolyn M. NalePlano
- Benjamin S. NewportPlano · Certified Financial Planner
- Thomas H. PaceAustin
- Patric L. PiantedosiPlano
- Jordan M. RoachPlano
- Trevor R. StaubachPlano
- Shawn R. StonePlano
- Robert TunnellPlano · Certified Financial Planner
Retirement Planners Of America advisors in every state →Retirement Planners Of America: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Retirement Planners Of America financial advisors are in Texas?
28 investment adviser representatives are registered at Retirement Planners Of America offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 29 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Retirement Planners Of America have the most advisors?
Plano, with 27, then Austin (1). Retirement Planners Of America has advisors in 2 cities in Texas.
How do I check a Retirement Planners Of America advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Retirement Planners Of America office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.