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Douglas Randal Williams

Investment adviser representative at Retirement Planners of America
8 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

8 years in the industry.

  1. Retirement Planners of AmericaAug 2024 to now
  2. TextureJan 2024 to Jul 2024
  3. Texas CorrugatorsJul 2022 to Jan 2024
  4. Athena ManufacturingJul 2021 to Jun 2022
  5. AgiJan 2020 to Jun 2021
  6. Metropolitan Capital AdvisorsJun 2016 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Retirement Planners of America

Legal name: Rpoa Advisors, Inc.

$3.6BAssets managed
5,657Clients
33Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3156120
Firm CRD
157222
Advisor's SEC record (opens in a new tab)
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