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Natalie Lynn Chandler

Retirement Planners OF America

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About Natalie Lynn Chandler

Natalie Chandler is a financial advisor registered with Retirement Planners Of America. Natalie has been a registered advisor since January 30, 2012. Natalie is also a Certified Financial Planner. Natalie has previously worked at NYLIFE Securities LLC and Mercer Allied Company, L.P..

Firm Information

Natalie Chandler 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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Natalie Chandler’s Registration & Firm History

TX

01/30/2012 - Present

Retirement Planners OF America (PLANO TX)

TX

12/18/2008 - 02/06/2012

NYLIFE SECURITIES LLC (DALLAS TX)

TX

08/07/2002 - 03/02/2007

MERCER ALLIED COMPANY, L.P. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Lynn Chandler.
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