James Bernard Plummer
Investment adviser representative at Consolidated Portfolio Review Corp
12 yearsExperience
2 statesRegistered in
$1.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Consolidated Portfolio Review CorpAug 2022 to now
- Ilg Private Wealth, Inc.Apr 2018 to Aug 2022
- Csenge Advisory GroupDec 2014 to Apr 2018
- Fsc Securities CorporationDec 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634793
- Firm CRD
- 112694