John Plumb
John Plumb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Del Rio, TX, with 23 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
1200 Veterans Blvd, Del Rio, TX, 78840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a VP at The Bank & Trust, dedicating about half his time to this role, and an investment advisor with Westex Investment Services, working nearly full-time. He also owns Plumb Farm, spending about 10-20% of his time selling hay and raising goats.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations47 states
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