PLOTKIN FINANCIAL ADVISORS, LLC of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 127635). Regulatory assets under management: $255.9M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Betsy Ginn | OWNER | — |
| Kristi Leigh Murphy | CHIEF COMPLIANCE OFFICER/EXECUTIVE VP- CLIENT OPERATIONS | — |
| Erich Michael Imphong | OWNER; PRESIDENT | — |
| PLOTKIN SHIMSHON | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT (+1 more) | — |
| PLOTKIN TERRI REED | MEMBER; SECRETARY AND TREASURER | — |
| HEALY MARY BETH | CHIEF COMPLIANCE OFFICER | — |
| HUNT SARAH JOSEPHINE | CHIEF COMPLIANCE OFFICER | — |
| MURPHY JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/EXECUTIVE VP- CLIENT OPERATIONS | — |
| IMPHONG ERICH MICHAEL | OWNER; PRESIDENT | — |
| Ginn Betsy | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MARRIOTTSVILLE | MD | 2 | 301-907-9790 |
| MARRIOTTSVILLE | MD | 2 | 301-907-9790 |