Jim Plummer Email & Phone Number
Investment Adviser Representative @ Vanderbilt Financial Group
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Jim Plummer Location
- Johnstown, PA, US
Jim Plummer Work
- Investment Adviser Representative @ (August 2022 - Present)
- Family Business Strategist and Investment Advisor Representative @ ILG Private Wealth, Inc. (April 2018 - August 2022)
- Wealth Advisor @ (December 2014 - April 2018)
- Private Client Advisor @ (January 2011 - September 2014)
- Wealth Advisor @ (July 2010 - December 2011)
- Member of the Board of Directors @ Reliance Bank (April 1988 - October 2010)
- Owner @ Plummer Financial Services (January 2003 - June 2010)
Jim Plummer Education
- Hillsdale College
BA Accounting and Bus. Admin (Accounting and Business/Management)
1972-1976 - Bishop McCort High School
Academic
1968-1972
Jim Plummer Skills
- 401k
- 401k Rollovers
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Analysis
- Customer Service
- ETFs
- Equities
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Annuities
- Fixed Income
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Licensed Life Insurance Agent
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Public Speaking
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 65
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Term Life Insurance
- Underwriting
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Jim Plummer Summary
- Jim Plummer, based in Johnstown, PA, US, is currently a Investment Adviser Representative at Vanderbilt Financial Group. Jim Plummer brings experience from previous roles at ILG Private Wealth, Inc., Csenge Advisory Group, Wilmington Trust a division of M&T Bank and M&T Bank. Jim Plummer holds a 1972 - 1976 BA Accounting and Bus. Admin in Accounting and Business/Management @ Hillsdale College. With a robust skill set that includes 401k, 401k Rollovers, Accounting, Alternative Investments, Asset Allocation and more. Jim Plummer has 4 emails and 3 mobile phone numbers on RocketReach.
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