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Suzanna Maria Carrillo

MMWKM ADVISORS, LLC·PLANO, Texas
Clean recordMMWKM ADVISORS, LLC
2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 4643466Firm CRD# 157222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanna Maria Carrillo · PLANO, TX
Registration
CRD #4643466 · MMWKM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Suzanna Maria Carrillo is a registered financial advisor based in PLANO, Texas, affiliated with MMWKM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

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)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4643466
Firm CRD# 157222
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Suzanna Maria Carrillo offer?
Suzanna Maria Carrillo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Suzanna Maria Carrillo's credentials?
Suzanna Maria Carrillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanna Maria Carrillo located?
Suzanna Maria Carrillo is based in PLANO, Texas, working with MMWKM ADVISORS, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Suzanna Maria Carrillo charge for services?
Suzanna Maria Carrillo'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 MMWKM ADVISORS, LLC?
MMWKM ADVISORS, LLC 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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Other Advisors at MMWKM ADVISORS, LLC

Julia Stuart
PLANO, TX
Charles Douglas Dyer
PLANO, TX
Christopher Todd Winkler
PLANO, TX
Clark Christopher Hatton
PLANO, TX
William Howard Randolph
PLANO, TX
David Joseph Cockrum
PLANO, TX

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