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
Shawn Stone (CRD# 5701788) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 14 years of experience in the finance industry.
James Taylor (CRD# 5855403) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 13 years of experience in the finance industry.
Robert Tunnell (CRD# 4854822) 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.
James Ward (CRD# 2366852) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 30 years of experience in the finance industry.
Cody Dyer (CRD# 6769457) 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.
Matthew Farmer (CRD# 6871727) is an Investment Advisor Representative working at Retirement Planners Of America in Houston, TX and has over 6 years of experience in the finance industry.
Thomas Healy (CRD# 6161492) 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.
Matthew Klotsche (CRD# 7676417) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year of experience in the finance industry.
David Mott (CRD# 7570041) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year of experience in the finance industry.
Gwendolyn Nale (CRD# 7599639) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year of experience in the finance industry.