RPOA ADVISORS, INC.

RETIREMENT PLANNERS OF AMERICA
PLANO, Texas·14 registered advisors·CRD# 157222
SEC# 801-7226214469-246-3600
01

Firm Overview

AUM
$3.6B
Regulatory assets under management
Employees
122
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at RPOA ADVISORS, INC.

14 registered advisors
Brian Thomas Wolf
PLANO, Texas
Charles Douglas Dyer
PLANO, Texas
Christopher Todd Winkler
PLANO, Texas
Clark Christopher Hatton
PLANO, Texas
David Joseph Cockrum
PLANO, Texas
Douglas Merrill Bartol
PLANO, Texas
James Leo Ward
PLANO, Texas
Jordan Michael Roach
PLANO, Texas
Julia Stuart
PLANO, Texas
Kenneth Alfred Moraif
PLANO, Texas
Stephen Brassil Luby
PLANO, Texas
Suzanna Maria Carrillo
PLANO, Texas
William Howard Randolph
PLANO, Texas
William Robert Frye
PLANO, Texas
05

Office Locations

PLANO, Texas
14 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.