| Advisor Profile |
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| Name: |
Erich Imphong |
| Phone Number: |
(301) 907-9790 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Securities offered through Independent Financial Group, LLC, a registered broker- dealer. Member FINRA/SIPC. Advisory services through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and IFG are not related entities. For a list of states in which we are registered to do business, please visit our website www.pfallc.com. |
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About Plotkin Financial Advisors, LLC |
As a CERTIFIED FINANCIAL PLANNER™ at Plotkin Financial Advisors, LLC I am in the business of
making a difference in the lives of clients and their families. I am guided by the core values of
honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients'
interests. As an independent firm, we are free to craft financial plans and make recommendations
that fit our clients best. The services and investments we recommend are based on what is in the
best interest for our clients and their families.
My firm's comprehensive wealth management service is a refined process that helps to define and
clarify the financial landscape for the clients we serve. Together, we help you and your family
work towards your financial goals.
What - Provide clients with sound advice regarding every aspect of their financial lives.
How - I utilize our proprietary Legacy Program method to design a customized wealth management
plan.
Why - I believe comprehensive financial planning is the foundation of achieving your desired
lifestyle. |
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General Information |
| Years of Experience in Financial Services: |
13
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| States Licensed in: |
DC, MD, VA
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| Name of Custodial Firm: |
Charles Schwab
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| Number of Years with Current Firm: |
3
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Independent Financial Group, LLC
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| States Willing to do Business in: |
Accokeek,Alexandria,Andrews Air Force Base,Annandale,Annapolis Junction,Arlington,Ashburn,Ashton,Barnesville,Beallsville,Beltsville,Bethesda,Bladensburg,Bowie,Boyds,Brentwood,Brookeville,Bryans Road,Burke,Burtonsville,Cabin John,Capitol Heights,Centreville,Chantilly,Cheltenham,Clarksburg,Clarksville,Clifton,Clinton,College Park,Columbia,Crofton,Damascus,Davidsonville,Dayton,Derwood,Dickerson,Dunn Loring,Elkridge,Ellicott City,Fairfax,Fairfax Station,Falls Church,Fort Belvoir,Fort George G Meade,Fort Myer,Fort Washington,Fulton,Gaithersburg,Gambrills,Garrett Park,Germantown,Glen Echo,Glenelg,Glenn Dale,Glenwood,Great Falls,Greenbelt,Halethorpe,Hanover,Herndon,Highland,Hyattsville,Jessup,Lanham,Laurel,Lorton,Manassas,Mc Lean,Montgomery Village,Mount Rainier,Oakton,Occoquan,Odenton,Olney,Poolesville,Potomac,Reston,Riverdale,Rockville,Sandy Spring,Savage,Severn,Silver Spring,Spencerville,Springfield,Sterling,Suitland,Takoma Park,Temple Hills,Upper Marlboro,Vienna,Waldorf,Washington,Washington Grove,West Friendship,Woodbine,Woodbridge, Westminster
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Individuals, Money Management, Retirement Planning, Portfolio Management, Estate Planning & Trusts
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Services |
| Investment Types: |
Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Life, Annuity
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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