John
Broderick

Retirement Planners Of America

CRD#6454586
Investment Advisor
in Plano, TX

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About this Advisor

John Broderick is a financial advisor based in Plano, Texas, working with Retirement Planners Of America. John has previously held positions at Worldbridge Partners Of Southern California, Edward Jones, Traffic, LLC, and Mmwkm Advisors, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, John is part of Retirement Planners Of America, which operates out of Plano, Texas. The firm has 14 offices and 122 employees. The firm manages assets totaling $3.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirement Planners Of America includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2820 Dallas Parkway
Plano, TX 75093

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Retirement Planners Of America Brokerage Details

Total Assets Under Management

$3,557,314,906

TX Average: $3,042,739,679
Total Number of Employees

122

TX Average: 49
Total Number of Accounts

15,137

TX Average: 2,315
Average Account Size

$235,008

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Broderick Work History

2018 - Present (7 years)

Mmwkm Advisors, LLC

2016 - 2018 (2 years)

Traffic, LLC

2015 - 2016 (1 year)

Edward Jones

2003 - 2015 (12 years)

Worldbridge Partners Of Southern California

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Disclosures

Please visit the SEC profile of John Broderick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Retirement Planners Of America

Mark Clopton
Plano, TX
Erik Eklof
Plano, TX
Donald Clements
Plano, TX
Daniel Mcguire
Plano, TX
Nicholas Lopez
Plano, TX
Paul Leeman
Plano, TX
Shawn Stone
Plano, TX
Patric Piantedosi
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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