Clint Thurman, financial advisor Tyler TX
93 score

Clint Thurman

CRD Number: 4437636
Current Firm: Planmember Securities Corporation

Clint Thurman (CRD# 4437636) is an Investment Advisor Representative working at Planmember Securities Corporation in Tyler, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Gentry Financial Group Tyler, TX May 2015 - Current 2
Planmember Securities Corporation Carpinteria, CA Jun 2007 - Current 10
Us Retirement Partners Inc. . New Braunfels,, TX Aug 2013 - May 2015 1
Us Employee Benefits Services Group New Braunfels, TX Aug 2013 - May 2015 1
Riata Financial Services New Braunfels, TX Aug 2000 - May 2015 14
Legend Equities Corporation Palm Beach Gardens, FL Nov 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Clint M. Thurman
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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