Kurtis Plumer

from Whitestar Asset Management LLC
SEC regulated
Regulated Investment Advisor
Kurtis Plumer is a financial advisor based in Texas, Dallas, with 33 years of experience. Kurtis currently works for Whitestar Asset Management LLC. Kurtis maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kurtis Plumer works at Whitestar Asset Management LLC
Whitestar Asset Management LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $3,759,274,060 of assets under management and employs about 40 people. Whitestar Asset Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
200 Crescent Court, Suite 1175, Dallas, Texas, 75201

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