Michelle
Roberts
Retirement Planners Of America
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About this Advisor
Michelle Roberts is a financial advisor working in Houston, Texas with a total of 1 year of industry experience. Roberts works at Retirement Planners Of America. Their career trajectory has included roles at Retirement Planners Of America, Vantage Point Test Prep and Harris County District Attorney'S Office. Roberts maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Texas. Retirement Planners Of America is an advisory business based in Plano, TX. The company has offices in 16 locations and a total of 115 employees. It oversees $3 billion in assets under management across its 18,025 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 18,025 client accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types charged by Retirement Planners Of America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planners Of America Brokerage Details
$3,429,793,211
115
18,025
$190,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Roberts Work History
Michelle has been registered as a financial advisor for 1 years.*
Retirement Planners Of America
Vantage Point Test Prep
Harris County District Attorney'S Office
Harris County District Attorney'S Office
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Roberts 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.
