Best Investors Account Sign in
Inactive

Lesa Lynne Collins

Retirement Planners Of America

Plano, TX

Claim This Profile
Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-11
  • TX RA
    APPROVED
    Since 2024-01-11

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • 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
Morgan Stanley Smith Barney Plano TX 06/2009 08/2023
Morgan Stanley Private Bank, N.A. New York NY 03/2019 08/2023
Retirement Planners Of America Plano TX 08/2023 Present
  • 06/2009 → 08/2023
    Morgan Stanley Smith Barney
    Plano, TX
  • 03/2019 → 08/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2023 → Present
    Retirement Planners Of America
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-17
  • S66 Uniform Combined State Law Examination
    2009-08-17
Other Names
  • Lesa Lynne Woods

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor