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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Austin Mott is an investment advisor representative with Retirement Planners Of America, a firm based in Plano, TX. David has been in the financial industry since at least December 2017 and holds the Series 65 license. David's expertise is in the areas of providing financial planning and portfolio management for individuals. David has been associated with Retirement Planners Of America since June 2022. In addition to working at Retirement Planners Of America, David also worked at BALL DPF, LLC dba NATURE'S SOURCE, ESAB, and MASTER HALCO. The firm is registered with the state of Texas. Retirement Planners Of America provides advisory services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages over $3.5 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
06/10/2022 - Present
Retirement Planners OF America (PLANO TX)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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