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Patrick James Plunkett

Captrust

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About Patrick James Plunkett

Patrick James Plunkett is a financial advisor with Captrust in STOCKBRIDGE, GA. Patrick has been in the financial industry for over 10 years, previously working at CETERA ADVISORS LLC. He holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Patrick specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He also provides financial planning, pension consulting, and publication of periodicals. Patrick is dedicated to helping clients achieve their financial goals.

Firm Information

Patrick Plunkett is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick Plunkett’s Registration & Firm History

GA

08/11/2023 - Present

Captrust (STOCKBRIDGE GA)

GA

05/28/2012 - 06/18/2021

CETERA ADVISORS LLC (STOCKBRIDGE GA)

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Licenses & Designations

IA

Issued 09/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick James Plunkett.
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