James Plaskey, financial advisor Brighton MI
92 score

James Plaskey

CRD Number: 5939721
Current Firm: Invest Financial Corporation

James Plaskey (CRD# 5939721) is an Investment Advisor Representative working at Invest Financial Corporation in Brighton, MI and has over 2 years of experience in the finance industry. James Plaskey 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
Invest Financial Corp. Tampa, FL Nov 2013 - Current 3
Executive Wealth Management Brighton, MI Oct 2013 - Current 3
401(k) Gps, LLC Brighton, MI Oct 2013 - Current 3
Hantz Financial Services, Inc. Southfield, MI Mar 2013 - Oct 2013 < 1
Plaskey Painters Oak Park, MI Dec 2012 - Apr 2013 < 1
Unemployed Beverly Hills, MI Dec 2012 - Mar 2013 < 1
Hillsdale College Hillsdale, MI Aug 2008 - Dec 2012 4
Executive Wealth Management Brighton, MI May 2012 - Aug 2012 < 1
Executive Wealth Management Brighton, MI Jun 2011 - Aug 2011 < 1
Unemployed Beverly Hills, MI May 2010 - Aug 2010 < 1
Mike Fisher Painting Southfield, MI Jun 2009 - Aug 2009 < 1
D.k. Contracting Troy, MI May 2008 - Aug 2008 < 1
Brother Rice High School Bloomfield Hills, MI Aug 2004 - May 2008 3
P.k Contracting Troy, MI Jun 2007 - Aug 2007 < 1
Pools & Spas A-go-go Berkley, MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for James A. Plaskey
Phone Number: (813) 880-5300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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