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Robyn Nicole Turner

Retirement Plan Fiduciaries, LLC

Austin, TX

CRD 6451661

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Employer firm

Retirement Plan Fiduciaries, LLC CRD 161137

$193M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Plan Fiduciaries, Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-05-18
  • TX RA
    APPROVED
    Since 2015-05-18

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Club Jollyville Round Rock TX 11/2009 Present
Retirement Plan Fiduciaries, Llc Austin TX 09/2014 Present
Texas State University San Marcos TX 08/2013 Present
  • 11/2009 → Present
    Club Jollyville
    Round Rock, TX
  • 09/2014 → Present
    Retirement Plan Fiduciaries, Llc
    Austin, TX
  • 08/2013 → Present
    Texas State University
    San Marcos, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-16
  • S65 Uniform Investment Adviser Law Examination
    2015-05-16
Designations
  • Certified Financial Planner
Other Names
  • Robyn Nicole Carter

View on SEC IAPD

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