Retirement Planners Of America
Retirement Planners Of America (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $4,709,352,114 in 19,153 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management4,709MILLION
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Total Number of Accounts19,153ACCOUNTS
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Average Account Value$245,881
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
Douglas Bartol (CRD# 1644452) 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. Douglas Bartol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karli Bradley (CRD# 5882146) is an Investment Advisor Representative working at Retirement Planners Of America in Scottsdale, AZ and has over 11 years of experience in the finance industry. Karli Bradley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Broderick (CRD# 6454586) 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.
Terry Bussard (CRD# 1565533) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 35 years of experience in the finance industry.
John Carty (CRD# 6557142) 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.
Natalie Chandler (CRD# 4547547) 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. Natalie Chandler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Clopton (CRD# 4704531) is an Investment Advisor Representative working at Retirement Planners Of America in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Zohra Constantino (CRD# 4495111) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 20 years of experience in the finance industry.
Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 37 years of experience in the finance industry. Julianne Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Dyer (CRD# 2753350) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 26 years of experience in the finance industry. Charles Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.