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RPOA ADVISORS, INC.
RPOA ADVISORS, INC.
RETIREMENT PLANNERS OF AMERICA
PLANO, Texas
·
9 registered advisors
·
CRD# 157222
SEC# 801-72262
14
469-246-3600
01
Firm Overview
AUM
$3.6B
Regulatory assets under management
Employees
122
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at RPOA ADVISORS, INC.
9 registered advisors
Brian Thomas Wolf
PLANO, Texas
CRD# 5486323
Charles Douglas Dyer
PLANO, Texas
CRD# 2753350
Christopher Todd Winkler
PLANO, Texas
CRD# 2413236
Clark Christopher Hatton
PLANO, Texas
CFP
CRD# 2894723
Douglas Merrill Bartol
PLANO, Texas
CRD# 1644452
James Leo Ward
PLANO, Texas
CRD# 2366852
Jordan Michael Roach
PLANO, Texas
CRD# 6138878
Kenneth Alfred Moraif
PLANO, Texas
CRD# 1934643
Stephen Brassil Luby
PLANO, Texas
CRD# 5691249
05
Office Locations
PLANO, Texas
9 advisors
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Data sourced from SEC Form ADV filings. RPOA ADVISORS, INC. (CRD# 157222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.