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John Plumb

Advisor at Raymond James Financial

Updated today

Location

Del Rio, TX 78840

Credentials

Series 66

Industry experience

23 years

About

John Plumb is a financial advisor with Raymond James Financial in Del Rio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at Westex Investment Services. Outside of his advisory role, he owns a small farm where he sells hay and raises goats. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a wide affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

1200 Veterans Blvd

Del Rio, TX 78840

Most active in

Texas

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond James financial Services

2007 - Present (19 years)

The Bank and Trust

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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