Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carli? Claim Your ProfileCarli Dawn Plunkett is an investment advisor representative at Captrust. Carli is a Series 65 and SIE licensed professional. Carli has been in the industry for 10 years. Carli works in the Phoenix branch office of Captrust. Carli has experience in various roles including working for City of Phoenix and MRA Associates. Carli has a background in business, and intellectual property. Carli specializes in providing financial planning and investment advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
04/19/2022 - Present
Captrust (Phoenix AZ)
IA
Issued 07/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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