AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TB

Terry L. Bussard

RETIREMENT PLANNERS OF AMERICA
Plano, TX 75024
Some features on this profile are disabled
CRD#: 1565533
TB

Professional summary

Terry Lee Bussard, who also goes by Terrence Lee Bussard, is a registered financial advisor currently at RETIREMENT PLANNERS OF AMERICA located in Plano, Texas.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Terry has worked at 23 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Terrence Lee Bussard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lee Bussard's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 4, 2011 - Present

RETIREMENT PLANNERS OF AMERICA

Office #1: 5060 Tennyson Parkway Suite 300, Plano, TX 75024
RIA
CRD#: 157222
Plano, TX
Current

October 8, 2025 - Present

Office #1: 5060 Tennyson Pkwy Suite 300, Plano, TX 75024
PLANO, TX
Past

October 1, 2010 - June 20, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
PLANO, TX
Past

October 1, 2010 - December 31, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
PLANO, TX
Past

June 15, 2010 - September 29, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
FORT WORTH, TX
Past

January 14, 2009 - January 25, 2010

ASSETMARK, INC.

RIA
CRD#: 109018
CONCORD, CA
Past

January 13, 2009 - January 25, 2010

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

November 10, 2008 - November 11, 2008

BNY ADVISORS

RIA
CRD#: 106108
MALVERN, PA
Past

October 31, 2006 - November 11, 2008

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 19, 2005 - November 6, 2006

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
DENVER, CO
Past

January 5, 2005 - September 13, 2005

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

April 23, 2003 - August 26, 2003

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

March 27, 2001 - October 10, 2002

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

March 7, 2000 - May 16, 2001

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

August 30, 1996 - March 9, 2000

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

May 24, 1996 - August 15, 1996

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 26, 1994 - June 14, 1994

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

April 13, 1993 - December 17, 1993

VOYAGEUR INVESTMENTS, INC.

BD
CRD#: 22544
Past

May 19, 1992 - March 31, 1993

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

September 30, 1991 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

February 7, 1989 - October 10, 1989

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
CLAYTON, MO
Past

December 24, 1987 - August 12, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 27, 1987 - August 18, 1987

O. R. SECURITIES, INC.

BD
CRD#: 10216
CHESTERFIELD, MO
Past

September 29, 1986 - July 27, 1987

EDWARD JONES

BD
CRD#: 250

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RETIREMENT PLANNERS OF AMERICA
MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA
Registered Investment Advisory firm - (4/4/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/4/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/7/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/21/1987
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1986
General Securities Representative Examination

Current Firm

RP
RETIREMENT PLANNERS OF AMERICA
MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA
Registered Investment Advisory firm - (4/4/2011 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2820 Dallas Parkway, Plano, TX 75093
Mailing Address
Phone number
(469) 246-3600
Established
Firm type
Fiscal year end
# of Employees
126

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)
ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts15,760
AUM (Assets Under Management)$ 3,975,227,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIREMENT PLANNERS OF AMERICA

CRD#: 157222Plano, TX 75024

TRUST BUT VERIFY

Monitor Terry Bussard

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
JM
Jonathan MeaneyAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
DALLAS, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.