Kevin Plunkett (CRD# 861646) is an Investment Advisor Representative working at Semper Financial in Southern Pines, NC and has over 44 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Lpl Financial LLC
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Semper Financial | Manhasset, NY | Sep 2011 - Current | 12 |
| Caris & Company, Inc. | New York, NY | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1980 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- FL
- NY
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$469,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY
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