Semper Financial

Semper Financial (CRD# 158686) is a financial advisory firm headquartered in Hicksville, NY. They manage $31,000,000 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16 Honved St, Hicksville, NY 11801
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Semper Financial
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Plunkett, financial advisor Hicksville NY
Kevin M. Plunkett
CRD#: 861646
16 Honved St, Hicksville, NY 11801

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.

2
Brian Plunkett, financial advisor Hicksville NY
Brian B. Plunkett
CRD#: 3121614
16 Honved St, Hicksville, NY 11801

Brian Plunkett (CRD# 3121614) is an Investment Advisor Representative working at Semper Financial in Hicksville, NY and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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