Roy Edward Plumlee

Roy Edward Plumlee is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

Registration history (4)

FirmFromToCurrent
SCHWAB WEALTH ADVISORY, INC.2021-08-03presentYes
USAA INVESTMENT SERVICES COMPANY2018-01-082020-05-24
USAA FINANCIAL PLANNING SERVICES2011-05-112018-01-08
CHARLES SCHWAB & CO., INC.2005-06-222010-01-15

More