Justin PlunkettCRD Number: 5366697
Current Firm: Charles Schwab & Company, Inc.
Justin Plunkett (CRD# 5366697) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Feb 2013 - Current||3|
|Schwab Retirement Plan Services., Inc.||Phoenix, AZ||Apr 2011 - Feb 2013||1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jun 2007 - Apr 2011||3|
|Apollo Group Inc.||Phoenix, AZ||Feb 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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