John F Carty
Investment adviser representative at Retirement Planners of America
12 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 yearsFirm in business
Are you John F Carty? Claim your profile
Contact this firm
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
12 years in the industry.
- Retirement Planners of AmericaApr 2019 to now
- Mmwkm Advisors, LLCMar 2019 to now
- Get Loaded Fries, LLCNov 2018 to Mar 2019
- Boulevard Home FurnishingAug 2018 to Sep 2018
- Tmfs Advisors, LLCOct 2014 to Nov 2016
- Financial Engines Advisors L.L.C.Jun 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6557142
- Firm CRD
- 157222