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Jeremy Shane Plyler

Fcg Investment Company

Germantown, TN

CRD 6307009

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Employer firm

Fcg Investment Company CRD 308192

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fcg Investment Company

9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-19
TN RA APPROVED 2020-04-22
  • TX RA
    APPROVED
    Since 2020-11-19
  • TN RA
    APPROVED
    Since 2020-04-22

Branch Locations

9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Consulting Group Germantown TN 07/2013 Present
Mid Atlantic Financial Management, Inc. Pittsburgh PA 08/2014 06/2020
Fcg Investment Compamy Germantown TN 04/2020 Present
  • 07/2013 → Present
    Financial Consulting Group
    Germantown, TN
  • 08/2014 → 06/2020
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 04/2020 → Present
    Fcg Investment Compamy
    Germantown, TN
Previous Registrations
  • 2014-08-15 → 2020-06-01
    Mid Atlantic Financial Management, Inc.
    Germantown, TN
    Pittsburgh, PA
  • 2014-03-25 → 2014-08-15
    Financial Telesis Inc
    Germantown, TN
    San Rafael, CA
Other Businesses

1)FINANCIAL CONSULTING GROUP; investment related: Yes; Location of the business: 9040 GARDEN ARBOR DR STE 206, Germantown, TN 38138; Description of the business: FCG is a retirement plan consulting firm, retirement plan TPA, and insurance agency.; Position Title: Partner; Responsibilities Duties: Retirement Plan Services; Start date with business: 2013-07-01; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-25
  • S65 Uniform Investment Adviser Law Examination
    2014-03-25
Other Names
  • Jeremy Plyler

View on SEC IAPD

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