Trevor Ray Staubach
Investment adviser representative at Retirement Planners of America
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 yearsFirm in business
Are you Trevor Ray Staubach? 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
11 years in the industry.
- Retirement Planners of AmericaFeb 2023 to now
- Texas Heritage National BankDec 2021 to Feb 2023
- PNCOct 2021 to Dec 2021
- BbvaJul 2019 to Oct 2021
- Breezeway Veterinary CareJan 2019 to Jul 2019
- GamestopSep 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7977693
- Firm CRD
- 157222