Avantax Advisory Services
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About this Advisor
James Plummer is a certified financial planner who works in Delmar, New York with 2 years of industry experience. Plummer is an advisor for Avantax Advisory Services. Over the course of their career, they have held roles at Price Greenleaf Inc, Plummer Financial Services and Avantax Investment Services, Inc. Plummer has a Series 63 license, designating them as a securities agent, and can work in New York. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in assets under management among its 123,393 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. Avantax Advisory Services performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees are based on which services the firm provides the client. Fees charged by Avantax Advisory Services most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
James Plummer Work History
James has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Plummer Financial Services
Price Greenleaf Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of James Plummer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.