PP
CFP
PP
CFP
Patrick Plunkett is a CFP-designated registered investment advisor, based in Stockbridge, GA, with 13 years of industry experience.
Location
345 Corporate Center Court, Stockbridge, GA, 30281
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Regulatory History
Clean regulatory record
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
Patrick provides administrative support to Insurance Company T, starting in April 2021. This activity is investment-related and requires a few hours per week.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
May 2021 - Present · 5 yrs 4 mos
Captrust
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Stewardship Financial Advisors, LLC
August 2017 - June 2021 · 3 yrs 10 mos
Cetera Advisors LLC
October 2016 - June 2021 · 4 yrs 8 mos
Cetera Advisors LLCBroker
May 2012 - June 2021 · 9 yrs 1 mo
State Registrations2 states
GATX
AdvisorBrokerBoth
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
No exam information available for this advisor.