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VerifiedFinancial Services· Founded 2017

Retirement Partner Advisors

Retirement Partner Advisors unites the individual Knowledge of the financial industry’s leading counselors. With over 85 years of collective experience, we were founded to help companies strengthen their retirement plans, enhance their portfolios, and to empower individual investors through holistic wealth management planning. Partnerships are the cornerstone principle that led to the formation of our firm. As a consortium of fiduciary specialists, we are dedicated solely to act in the best interests of our clients. With affiliates across the country, our network of advisors extends from South Carolina and Florida to Puerto Rico and beyond. We are backed by the support of Resource Investment Advisors (RIA), a retirement plan focused and industry leading firm. Having set the standard of success in the financial world for over 30 years, RIA is an SEC-registered investment advisor with over $39 billion in assets under management. As a team, we focus our knowledge and resources on providing the highest level of service and leadership. Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc, an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Retirement Partner Advisors are not affiliated with Triad Advisors, LLC.

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HeadquartersSaint Petersburg, United StatesEmployees9(11 to 50)Annual revenue$10M to <$50MFounded year2017Websiterpa-401k.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

91

organic / mo

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Decision-makers and verified team members

8 contacts with verified email or phone · masked until revealed.

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Top roles at Retirement Partner Advisors

7 distinct titles indexed · top 7 shown.

  • 2investment advisor representative
  • 1account relationship manager
  • 1compliance officer and legal counsel
  • 1education and technology specialist
  • 1office administrator
  • 1partner
  • 1partner, president

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