Matthew
Farmer
Retirement Planners Of America
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About this Advisor
Matthew Farmer is a financial advisor based in Houston, Texas, working with Retirement Planners Of America. Matthew has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Perry Homes, Alief Isd, Katy Isd, and Retirement Planners Of America. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Matthew is part of Retirement Planners Of America, which operates out of Houston, 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
Services Offered
Fee Structure
Office Location
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Retirement Planners Of America Brokerage Details
$3,557,314,906
122
15,137
$235,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Farmer Work History
Retirement Planners Of America
Nylife Securities LLC
New York Life Insurance Company
Perry Homes
Alief Isd
Katy Isd
Disclosures
Please visit the SEC profile of Matthew Farmer 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
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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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.
