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Shawn Richard Stone

Retirement Planners OF America

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About Shawn Richard Stone

Shawn Richard Stone is a Registered Investment Advisor representative with Retirement Planners Of America. Shawn Stone is registered to provide investment advice in Texas. Shawn Stone has been in the financial services industry for over 11 years. Prior to joining Retirement Planners Of America, Shawn Stone was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Fidelity Investments Institutional Services Company, Inc., and Chase Investment Services Corp..

Firm Information

Shawn Stone 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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Shawn Stone’s Registration & Firm History

TX

01/15/2014 - Present

Retirement Planners OF America (PLANO TX)

TX

06/27/2012 - 12/01/2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

10/04/2011 - 06/06/2012

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

TX

09/09/2009 - 09/08/2011

CHASE INVESTMENT SERVICES CORP. (PLANO TX)

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Licenses & Designations

BOTH

Issued 08/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Richard Stone.
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