Kevin Plunkett, financial advisor Hicksville NY

Kevin Plunkett

CRD Number: 861646
Current Firm: Semper Financial

Kevin Plunkett (CRD# 861646) is an Investment Advisor Representative working at Semper Financial in Hicksville, NY and has over 44 years of experience in the finance industry.

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Company Name Location Dates Years
Semper Financial Manhasset, NY Sep 2011 - Current 12
Caris & Company, Inc. New York, NY Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Kevin M. Plunkett
Phone Number: 516-365-3529
Registered State(s):
  • FL
  • NY
Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $469,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NY

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