Bryan Plumley is a CFP-designated registered investment advisor at Edward Jones, based in Arcata, CA, with 28 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1165 G Street Suite E, Arcata, CA, 95521
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2019Customer Dispute
June 2001Other Business Activities
Bryan is a board member of Brio Baking Inc, offering general oversight and advice. He also owns a VRBO property, spending minimal time on maintenance.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
W. S. Griffith & CO., INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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