James Plaster, financial advisor Asheville NC

James Plaster

CRD Number: 4908869
Current Firm: Altamont Capital Management

James Plaster (CRD# 4908869) is an Investment Advisor Representative working at Altamont Capital Management in Asheville, NC and has over 16 years of experience in the finance industry. James Plaster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Altamont Capital Management, LLC Asheville, NC Apr 2013 - Current 9
Bb&t Bank Asheville, NC Jan 2009 - Mar 2013 4
Bb&t Investments Charlotte, NC Jan 2009 - Mar 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for James W. Plaster
Phone Number: 828-236-0610
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $688,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NC

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