Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Plybon is an active investment advisor representative and broker-dealer agent registered with the state of North Carolina. Robert Plybon is also registered with the state of Florida, Oregon, South Carolina and Virginia as a broker-dealer agent. Robert Plybon has been in the securities industry since January 20, 1974. Robert Plybon has worked for M Holdings Securities, Inc. since May 2004, where he provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Robert Plybon also owns and operates Plybon & Associates, an insurance and benefit plans business that he established in March 1972. Robert Plybon is a member of the board of trustees for East Carolina University, where he chairs the Facilities and Finance Committee. Robert Plybon passed the Uniform Investment Adviser Law Examination in December 2000, and the Uniform Securities Agent State Law Examination in August 1982. Robert Plybon is a Series 1, Series 7TO and Series 65 registered representative and investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NC
09/17/2004 - Present
M Holdings Securities, Inc. (GREENSBORO NC)
CT
07/13/1982 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
01/21/1974 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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