James
Plummer
Consolidated Portfolio Review Corp
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About this Advisor
James Plummer is a financial advisor based in Woodbury, New York, working with Consolidated Portfolio Review Corp. James has previously held positions at M&T Securities, M&T Bank, Fsc Securities Corporation, Ilg Private Wealth, Inc, Csenge Advisory Group, M&T Bank/Wilmington Trust, and Consolidated Portfolio Review Corp. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, James is part of Consolidated Portfolio Review Corp, which operates out of Woodbury, New York. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Plummer Work History
Consolidated Portfolio Review Corp
Ilg Private Wealth, Inc
Fsc Securities Corporation
Csenge Advisory Group
M&T Securities
M&T Bank
M&T Bank/Wilmington Trust
Disclosures
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 Consolidated Portfolio Review Corp
Woodbury, NY
Woodbury, NY
Longmont, CO
Woodbury, NY
Portland, OR
Manhattan, KS
Woodbury, NY
Woodbury, NY
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