Edward Plotkin
Edward Plotkin is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Assets Under Management
Fee Structure
Location
8501 N. Scottsdale Road, Suite 250, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Zions Direct, INC.Broker
Contango Capital Advisors, INC.
Midfirst Bank
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Edward JonesBroker
Cambridge Investment Research, INC.Broker
Charles Schwab & CO., INC.Broker
Smith Barney INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations22 states
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