Timothy Plungis, financial advisor Fort Lauderdale FL
93 score

Timothy Plungis

CRD Number: 6024288
Current Firm: Sound Income Strategies, LLC

Timothy Plungis (CRD# 6024288) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies Westbrook, CT Feb 2017 - Current 1
Scranton Financial Group Westbrook, CT Feb 2017 - Current 1
Fidelity Brokerage Services LLC West Hartford, CT Jun 2014 - Nov 2016 2
Bank Of America, N.a. Nashua, NH Nov 2013 - Jun 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashua, NH Oct 2013 - Jun 2014 < 1
Fidelity Investments Merrimack, NH Jan 2012 - Oct 2013 1
Tiffany & Company Uncasville, CT Jul 2011 - Jan 2012 < 1
General Strategies Corporation Groton, CT Mar 2011 - Jan 2012 < 1
Planet Fitness Groton, CT Dec 2010 - Mar 2011 < 1
Rose City Cycle Bozrah, CT Feb 2004 - Mar 2011 7
Tim Plungis For Connecticut Groton, CT Feb 2009 - Nov 2010 1
University Of Connecticut Storrs, CT Aug 2007 - Sep 2010 3
United States Coast Guard Academy New London, CT May 2007 - Oct 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Timothy H. Plungis
Phone Number: 954-487-1860
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    449
    MILLIONS
  • Total Number of Accounts
    5,015
    ACCOUNTS
  • Average Account Value
    $89,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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