Natasha Plumlee
Natasha Plumlee is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 15 years of industry experience. Natasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1715 N Westshore Blvd, Suite 260, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Natasha is an insurance agent since 2022, selling life insurance, fixed annuities, disability, long-term care, and health insurance. This takes about 10-20% of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Scottrade, INC.Broker
State Registrations9 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.