Plunkett & Associates, Inc.
Plunkett & Associates, Inc. (CRD# 127176) is a financial advisory firm headquartered in , . They manage $14,169,719 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$354,243
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
L. Plunkett (CRD# 4681378) is an Investment Advisor Representative working at Plunkett & Associates, Inc. in , and has 1 year of experience in the finance industry.
Elizabeth Schroeder (CRD# 6439457) is an Investment Advisor Representative working at Plunkett & Associates, Inc. in Carrollton, GA and has 1 year of experience in the finance industry. Elizabeth Schroeder 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.