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Disclaimer

Investment Advisory services offered through Plotkin Financial Advisors, LLC, a registered investment adviser. Securities offered through Independent Financial Group, LLC, a registered broker dealer and Member FINRA/SIPC. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are unaffiliated entities.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Massachusetts, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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  • Local

Call Us: (301) 907-9790

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(301)-907-9793

  • Locations
Chevy Chase, MD / Headquarters
8401 Connecticut Ave #400
Chevy Chase, MD 20815

We also provide service in:
Ocean View, DE
Boca Raton, FL

Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
Advisory services are offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities.
Registration with the United States Securities and Exchange Commission (SEC) does not imply a certain level of skill or training.
or that the SEC has approved or verified the advice or services offered by Plotkin Financial Advisors.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. No investment strategy can guarantee a profit or protect against loss.

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