visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Plotkin Financial Advisors, Llc

    Get Full Access

    Description

    • Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Founded in 2003 by Shimshon Plotkin, Shims vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team oversees over $100 million in assets for various clients.At PFA, were in the business of making a difference in the lives of our clients and their families. We are guided by our core values of honesty, integrity, independence, innovation, objectivity and as fiduciaries of our 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 client.Securities offered through Independent Financial Group, LLC, member SIPC/FINRA. Advisory services offered through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities. Licensed to sell securities in the following states: AK, AZ, CA, CO, CT, DC, DE, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA.Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our website and assume total responsibility for your use of these sites.
    • location

      Headquarters:8401 Connecticut Avenue , Chevy Chase, Maryland, United States

      More
    • Plotkin Financial Advisors, Llc phone

      Phone Number: +1 301-907-9790

    • Plotkin Financial Advisors, Llc website

      Website: https://www.pfallc.com

    • Plotkin Financial Advisors, Llc employees

      Employees:7

    • Plotkin Financial Advisors, Llc revenue

      Revenue:$1 - 10M

    • Plotkin Financial Advisors, Llc legal name

      Legal Name:Plotkin Financial Advisors, Llc

    • Plotkin Financial Advisors, Llc's Social Media

      Plotkin Financial Advisors, Llc linkedin Plotkin Financial Advisors, Llc facebook Plotkin Financial Advisors, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

      Show More
    Person level website identification

    President for Plotkin Financial Advisors, Llc

    Shimshon Plotkin

    President

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Shimshon Plotkin

    President

    Kristi Murphy

    Executive Vice President - Client Operations

    Frequently Asked Questions regarding Plotkin Financial Advisors, Llc

    • Where are Plotkin Financial Advisors, Llc's Headquarters?

      Plotkin Financial Advisors, Llc's Headquarters are in 8401 Connecticut Avenue ,Chevy Chase,Maryland,United States

    • What is Plotkin Financial Advisors, Llc's phone number?

      Plotkin Financial Advisors, Llc's phone number is +1 301-907-9790

    • What is Plotkin Financial Advisors, Llc's official website?

      Plotkin Financial Advisors, Llc's official website is https://www.pfallc.com

    • What is Plotkin Financial Advisors, Llc's Revenue?

      Plotkin Financial Advisors, Llc's revenue is $1 - 10M

    • What is Plotkin Financial Advisors, Llc's NAICS code?

      Plotkin Financial Advisors, Llc's NAICS code is 523920

    • How many employees are working in Plotkin Financial Advisors, Llc

      Plotkin Financial Advisors, Llc has 7 employees

    • What is Plotkin Financial Advisors, Llc's Industry?

      Plotkin Financial Advisors, Llc is in the industry of Financial Services

    • Who is Plotkin Financial Advisors, Llc's President?

      Plotkin Financial Advisors, Llc's President is Shimshon Plotkin

    Company Directory