Unclaimed Profile

Julia Stuart

RPOA ADVISORS, INC.·PLANO, Texas

Clean recordRPOA ADVISORS, INC.

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 2035844Firm CRD# 157222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julia Stuart · PLANO, TX

Registration

CRD #2035844 · RPOA ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julia Stuart is a registered financial advisor based in PLANO, Texas, affiliated with RPOA ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RPOA ADVISORS, INC.

RETIREMENT PLANNERS OF AMERICA

AUM

$3.6B

Regulatory assets under management

Employees

122

Total firm employees

View all advisors at RPOA ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2035844

Firm CRD# 157222

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia Stuart offer?

Julia Stuart specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.

What are Julia Stuart's credentials?

Julia Stuart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Stuart located?

Julia Stuart is based in PLANO, Texas, working with RPOA ADVISORS, INC.. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Julia Stuart charge for services?

Julia Stuart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPOA ADVISORS, INC.?

RPOA ADVISORS, INC. has approximately 122 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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