linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Douglas Merrill Bartol

Retirement Planners OF America

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Douglas? Claim Your Profile

About Douglas Merrill Bartol

Douglas Bartol is a financial advisor associated with Retirement Planners Of America in Plano, Texas. Douglas has been in the industry since 1987 and has experience in various financial services roles. Douglas is a Certified Financial Planner and a Chartered Financial Consultant. His specialties include portfolio management for individuals and financial planning. Douglas's current firm, Retirement Planners Of America, specializes in providing financial planning services to individuals and families, with a particular focus on high-net-worth clients. The firm also offers portfolio management for individuals.

Firm Information

Douglas Bartol 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.

check

financial planning services

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Douglas Bartol’s Registration & Firm History

TX

04/11/2011 - Present

Retirement Planners OF America (PLANO TX)

TX

05/13/2009 - 12/31/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLANO TX)

TX

05/21/1987 - 05/22/2009

NYLIFE SECURITIES LLC (DALLAS TX)

Not sure if Douglas Merrill Bartol is right for you?

Licenses & Designations

IA

Issued 02/03/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2009

Series 24 - General Securities Principal Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Merrill Bartol.
Not sure if Douglas Merrill Bartol is right for you?