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Christopher Robert Sall

Retirement Planners OF America

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About Christopher Robert Sall

Christopher Sall is an investment advisor representative at Retirement Planners Of America, a firm based in Plano, Texas. Christopher has been in the industry since 2013, and is a licensed Investment Advisor Representative in Texas. Christopher's professional experience includes roles at ADP, Buffalo Wild Wings, and The College of New Jersey. Christopher holds the Series 65 (Uniform Investment Adviser Law Examination) license. Christopher specializes in financial planning and portfolio management for individuals and high net worth individuals.

Firm Information

Christopher Sall is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Sall’s Registration & Firm History

TX

10/27/2023 - Present

Retirement Planners OF America (PLANO TX)

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Licenses & Designations

IA

Issued 07/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Robert Sall.
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