Nicholas Antonio Lopez
Investment adviser representative at Retirement Planners of America
9 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
9 years in the industry.
- Retirement Planners of AmericaDec 2025 to now
- Triad Wealth PartnersOct 2025 to Dec 2025
- Coppell Advisory SolutionsAug 2025 to Dec 2025
- Sullivan Financial PartnersAug 2025 to Dec 2025
- UnemployedOct 2024 to Jul 2025
- Retirement Planners of AmericaApr 2023 to Sep 2024
- Fisher InvestmentsSep 2021 to Apr 2023
- TuroApr 2021 to Jul 2021
- J.P. Morgan Securities LLCApr 2019 to Sep 2021
- JPMorgan Chase Bank, N.A.Apr 2019 to Sep 2021
- Citizens Securities, IncMar 2018 to Apr 2019
- Choice FitnessNov 2017 to Mar 2018
- Social Biz LabSep 2017 to Mar 2018
- UnemployedAug 2017 to Aug 2017
- New York Life Insurance CoJul 2016 to Jul 2017
- Nylife Securities LLCJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
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
- 6681813
- Firm CRD
- 157222