Financial ADVSR advisor directory · SEC adviser records
Retirement Planners Of America financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Retirement Planners Of America office in Plano, A to Z.
The short answer
27 registered advisors work at Retirement Planners Of America in Plano, out of 29 at the firm nationwide; it ranks number 13 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Retirement Planners Of America advisors in Plano, A to Z
Every Retirement Planners Of America advisor →- Jacqelyn BrianInvestment adviser rep
- John A. BroderickInvestment adviser rep
- Natalie L. ChandlerCertified Financial Planner
- Mark E. CloptonInvestment adviser rep
- Lesa L. CollinsInvestment adviser rep
- Benjamin J. DethlefsInvestment adviser rep
- Joanna DossmanInvestment adviser rep
- Charles D. Dyer Jr.Certified Financial Planner
- Cody D. DyerInvestment adviser rep
- Thomas H. HealyInvestment adviser rep
- Max JaffeInvestment adviser rep
- Matthew S. KlotscheInvestment adviser rep
- Clifford T. KwanCertified Financial Planner
- Paul E. LeemanInvestment adviser rep
- Joel E. LenziniInvestment adviser rep
- Stephen B. LubyInvestment adviser rep
- Michael J. LutzCertified Financial Planner
- Patsy R. MandolaInvestment adviser rep
- Daniel J. McGuireCertified Financial Planner
- Kenneth A. MoraifCertified Financial Planner
- Gwendolyn M. NaleInvestment adviser rep
- Benjamin S. NewportCertified Financial Planner
- Patric L. PiantedosiInvestment adviser rep
- Jordan M. RoachInvestment adviser rep
- Trevor R. StaubachInvestment adviser rep
- Shawn R. StoneInvestment adviser rep
- Robert TunnellCertified Financial Planner
Retirement Planners Of America advisors in every city and state →Retirement Planners Of America: assets, clients and custodians →Advisor Moves: who changed firms this week →
Retirement Planners Of America advisors in other cities
Other firms in Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Retirement Planners Of America have in Plano?
27 investment adviser representatives are registered at Retirement Planners Of America offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Retirement Planners Of America one of the largest advisor employers in Plano?
Retirement Planners Of America ranks number 13 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Retirement Planners Of America advisor in Plano?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.