Jeremy Plyler, financial advisor Germantown TN
89 score

Jeremy Plyler

CRD Number: 6307009
Current Firm: Mid Atlantic Financial Management, Inc.

Jeremy Plyler (CRD# 6307009) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Germantown, TN and has over 2 years of experience in the finance industry.

Similar Advisors
William Gates, financial advisor Germantown TN
William Gates
CRD# 5203846
Delta Asset Management, LLC
Score
103
Similar Advisors
William Abraham, financial advisor Germantown TN
William N. Abraham
CRD# 2644889
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Sudhir Agrawal, financial advisor Germantown TN
Sudhir K. Agrawal
CRD# 3193095
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Aug 2014 - Current 2
Financial Consulting Group Germantown, TN Jul 2013 - Current 3
Financial Telesis San Rafael, CA Mar 2014 - Aug 2014 < 1
Automatic Data Processing Memphis, TN Jul 2010 - Jun 2013 2
Samford University Football Office Birmingham, AL Aug 2006 - May 2010 3
Vector Marketing (cutco) Birmingham, AL Mar 2009 - Mar 2010 1
Triumph Bank Memphis, TN Jun 2009 - Aug 2009 < 1
River City Capital Leasing Memphis, TN Jun 2008 - Aug 2008 < 1
Intermodal Cartage Memphis, TN Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jeremy S. Plyler
Phone Number: 412-391-7077
Registered State(s):
  • AL
  • TN
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.