JP
JP

Justin Plummer

2 Years of Experience
Greensboro, NC
BrokerSells Insurance

Justin Plummer is a registered investment advisor, based in Greensboro, NC, with 2 years of industry experience.

Location

528 College Rd, Greensboro, NC, 27410

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History

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.

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Other Business ActivitiesSells Insurance

Justin is a co-trustee for his mother's trust, an attorney creating estate planning documents, and a managing member of Tomahawk Estates LLC. He also works as a financial advisor and an agent for Avantax Insurance Agency, and is the President Elect/President of the Downtown Rotary Club.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
May 2023 - September 2025 · 2 yrs 4 mos
Avantax Investment Services, INC.Broker
March 2023 - September 2025 · 2 yrs 6 mos
State Registrations1 state
NC
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.
Justin Plummer - Financial Advisor | TrueAdvisor