Terri Bennett (CRD# 817982) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mba5 Fund, LLC | Santa Barbara, CA | May 2023 - Current | < 1 |
| Mba4 Fund LLC | Santa Barbara, CA | Oct 2021 - Current | 2 |
| Mba Fund LLC | Santa Barbara, CA | Aug 2020 - Current | 3 |
| Healthscript Solutions, Inc. | Santa Barbara, CA | Nov 2019 - Current | 4 |
| Irm Distributors, Inc. | Carpinteria, CA | May 1997 - Current | 26 |
| Medivest Benefit Advisors; | Santa Barbara, CA | Dec 1996 - Current | 27 |
| Platinum Insurance Marketing | Santa Barbara, CA | Jan 1993 - Current | 31 |
| Az Retirement Services, Inc.(dba) Teachers Retirement Services | Santa Barbara, CA | Dec 2012 - Aug 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
- CA
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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