JB
JB

John Anthony Broderick

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent.

Employment History
Current Registrations
Retirement Planners of America
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Edward Jones
January 2016 - December 2016 · 11 mos
Edward JonesBroker
December 2015 - December 2016 · 1 yr
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
John Anthony Broderick - Financial Advisor | TrueAdvisor