Shimshon Plotkin, financial advisor Chevy Chase MD

Shimshon Plotkin

CRD Number: 2431863
Current Firm: Plotkin Financial Advisors, LLC

Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry. Shimshon Plotkin 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
Independent Financial Group, LLC Chevy Chase, MD Oct 2011 - Current 12
Plotkin Financial Advisors, LLC Chevy Chase, MD Apr 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Nov 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shimshon Plotkin
Phone Number: 301-907-9790
Firm Website: http://www.pfallc.com
Registered State(s):
  • FL
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $234,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, FL, MD, NY, PA, TX, VA

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