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Elizabeth Plot

Elizabeth Plot

PRIMAS FINANCIAL PLANNING
COLUMBIA, MD 21044
Some features on this profile are disabled
CRD#: 7032827
Elizabeth Plot

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 .

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Fixed Fee (Subscription
Retainer
etc.)
Millennials
Novice Investors
Tax Planning
Women's Financial Planning Issues

Biography

www.primasfp.com

Question & Answer

What are your service offerings?
Tax Planning
Budgeting
Comprehensive Financial Planni...
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.
The advisor shows no other business activity.

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

TESSARA WEALTH

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)

Exams

Current Firm

PRIMAS FINANCIAL PLANNING
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)
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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
1

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.

Company Information

PRIMAS FINANCIAL PLANNING

PRIMAS FINANCIAL PLANNING

CRD#: 322841Columbia, MD 21044

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Contact information

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