David Drummond, financial advisor Weston FL

David Drummond

CRD Number: 5739830
Current Firm: Planmember Securities Corporation

David Drummond (CRD# 5739830) is an Investment Advisor Representative working at Planmember Securities Corporation in Weston, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
American Bancshares Mortgage Plantation, FL Feb 2019 - Current 5
Drummond Brothers LLC Weston, FL Jul 2017 - Current 6
Drummond Brothers College Consulting LLC Weston, FL Jun 2017 - Current 6
U S Employees Benefits Service Group, LLC Weston, FL Jan 2015 - Current 9
Miami Dade College Continuing Education Kendall, FL Oct 2012 - Current 11
Dp Management Weston,, FL Jan 2011 - Current 13
Planmember Securities Corporation Carpinteria, CA Oct 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2020
Contact Info for David H. Drummond
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,276
    MILLIONS
  • Total Number of Accounts
    69,347
    ACCOUNTS
  • Average Account Value
    $119,336
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, WY

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