PlumTree Financial Email Formats
Financial Services • 
McLean, Virginia, United States • 1-10 Employees
PlumTree Financial Email Formats
PlumTree Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@plumtreefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@plumtreefinancial.com | 100% |
Key Contact at PlumTree Financial
Greg Bernhard
President
Company overview
| Headquarters | 1750 Tysons Blvd, Suite 1500, McLean, VA 22102, US |
| Phone number | +17032895044 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Insurance, Financial Planning |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
About PlumTree Financial
“The Strength of Partnership” Amid an ever-changing investment landscape, investors need an experienced partner who can guide them though the intricacies of investments and financial planning. At PlumTree Financial, Inc., our goal is to work toward meeting all of your financial needs by providing you with an extensive package of financial services. As Registered Representatives with LPL Financial, we offer a diverse array of financial planning, investment services and insurance products. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.sipc.org www.finra.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: CA, DC, FL, GA, IL, MA, MD, NH, NY, RI, SC, TX, VA, and WA.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PlumTree Financial has never raised funding before.
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