Masters 2025
Contact: L.V. Plummer, Jr.,CFP®, MBA
(901)748-0050
LV@PWSPlanning.com
L.V. PLUMMER, JR., CFP®, MBA OF
PLUMMER WEALTH STRATEGISTS, LLC
RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP
FINANCIAL ADVISORS
Memphis, TN — February 03, 2025 –L.V. Plummer, Jr.,CFP®, MBA, a financial advisor at Plummer Wealth Strategists, LLC in Memphis, TN, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.
Plummer serves clients based in throughout the United States, providing comprehensive wealth management services, including: Retirement planning, cashflow planning, tax planning, estate planning, education planning, investment planning, risk and insurance planning, and debt planning.
“Words cannot express how deeply grateful I am for the support of my clients, my family,
and my team here at PWS. This achievement would simply not be possible without you. It
is one of the highest honors of my life to serve you all, and I greatly appreciate your
decision to partner with our firm!” — L.V. Plummer, Jr., CFP®, MBA
“On behalf of the entire team at LPL, I am thrilled to congratulate L.V. on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. “Plummer has elevated his business across the United States. Their professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes.”
Plummer has been affiliated with LPL Financial, a leading wealth management firm, for 2 years. Through LPL, financial advisors are empowered to focus on their unique skills in building relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further informationabout LPL, please visit www.lpl.com
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment adviser representatives affiliated with LPL Financial.
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*Achievement is based on annual production among LPL-affiliated investment programs only.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.