Retirement Planners Of America
Retirement Planners Of America (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $3,557,314,906 in 15,137 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management3,557MILLION
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Total Number of Accounts15,137ACCOUNTS
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Average Account Value$235,008
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Clifford Kwan (CRD# 4482210) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 16 years of experience in the finance industry.
Paul Leeman (CRD# 6859899) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 6 years of experience in the finance industry.
Joel Lenzini (CRD# 4802149) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 19 years of experience in the finance industry.
Patsy Mandola (CRD# 2508190) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 29 years of experience in the finance industry.
Daniel McGuire (CRD# 6289971) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 9 years of experience in the finance industry.
Kenneth Moraif (CRD# 1934643) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 34 years of experience in the finance industry.
Benjamin Newport (CRD# 6144569) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 10 years of experience in the finance industry.
Thomas Pace (CRD# 2960216) is an Investment Advisor Representative working at Retirement Planners Of America in Austin, TX and has over 26 years of experience in the finance industry.
Patric Piantedosi (CRD# 5475688) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 15 years of experience in the finance industry.
Jordan Roach (CRD# 6138878) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 11 years of experience in the finance industry.