Unclaimed Profile

Stephen Brassil Luby

RPOA ADVISORS, INC.·PLANO, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record9 years registeredRPOA ADVISORS, INC.

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 5691249Firm CRD# 157222

Profile Verification

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

Identity

Stephen Brassil Luby · PLANO, TX

Registration

CRD #5691249 · RPOA ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

RETIREMENT PLANNERS OF AMERICA

May 2022 – present

EAGLE STRATEGIES LLC

Sep 2016 – May 2022

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 15, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPOA ADVISORS, INC.

CRD 157222 · SEC 801-72262

AUM

$3.6B

Regulatory assets under management

Employees

122

15,137 client accounts

Services offered by RPOA ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPOA ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Brassil Luby offer?

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

What are Stephen Brassil Luby's credentials?

Stephen Brassil Luby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Brassil Luby located?

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

How does Stephen Brassil Luby charge for services?

Stephen Brassil Luby'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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