Elizabeth Plot

PRIMAS FINANCIAL PLANNING

COLUMBIA, MD 21044

Some features on this profile are disabled

CRD#: 7032827

Professional summary

Elizabeth Plot, CFP® is a registered financial advisor currently at PRIMAS FINANCIAL PLANNING located in Columbia, Maryland.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Elizabeth has worked at 2 firms .

Biography

www.primasfp.com

Question & Answer

What are your service offerings?

Tax Planning

Budgeting

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Fixed Fee (Subscription, Retai...

Millennials

Novice Investors

Tax Planning

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PIM Tax Services, LLC This business is not investment related. 582 Lynnhaven Pkwy #101, Virginia Beach, VA 23452 This is a tax preparation business. I am a tax preparer for this business. Start date: January 1, 2023 Approximate hours worked: 40 hours a month Approximate hours worked during securities trading hours: 20 hours a month I prepare tax returns.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Plot's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 23, 2022 - Present

PRIMAS FINANCIAL PLANNING

Office #1: 10490 Little Patuxent Pkwy Suite 600, Columbia, MD 21044

RIA

CRD#: 322841

COLUMBIA, MD

Past

November 5, 2018 - July 11, 2022

BALLAST POINT FINANCIAL PLANNING, LLC

RIA

CRD#: 283295

Pacific Grove, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(9/23/2022)

IAR

Texas
(5/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PRIMAS FINANCIAL PLANNING

PRIMAS FINANCIAL PLANNING | PRIMAS FINANCIAL PLANNING, LLC

CRD#: 322841 / SEC#:

Maryland

Registered Investment Advisory firm - (9/23/2022 Approved)

Texas

Registered Investment Advisory firm - (5/25/2023 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10490 Little Patuxent Pkwy Suite 600, Columbia, MD 21044

Mailing Address

Phone number

(443) 842-6933

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth Plot

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Plot's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIMAS FINANCIAL PLANNING

BALLAST POINT FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

PRIMAS FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

PRIMAS FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

Similar Advisors