Karen Plotkin
Karen Plotkin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boynton Beach, FL, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8788 Boynton Beach Blvd, Suite 100, Boynton Beach, FL, 33472
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an associate/employee at Connor Financial Group since 2016, where she advises clients and effects investment transactions. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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