John Plumb, financial advisor Del Rio TX
93 score

John Plumb

CRD Number: 4630958
Current Firm: Raymond James Financial Services Advisors, Inc.

John Plumb (CRD# 4630958) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Del Rio, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Plumb Farm Del Rio, TX Apr 2014 - Current 2
Raymond James Financial Services Advisors, Inc. Del Rio, TX Jan 2009 - Current 7
Raymond James Financial Services Del Rio, TX Dec 2007 - Current 9
The Bank And Trust Del Rio, TX Jan 2003 - Current 13
Westex Investment Services Del Rio, TX Jan 2008 - Apr 2016 8
Primevest Financial Services, Inc. St. Cloud, MN Jan 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for John M. Plumb
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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