Frederick Drummond (CRD# 5157694) is an Investment Advisor Representative working at Planmember Securities Corporation in Weston, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Drummond Brothers LLC | Weston, FL | Jun 2017 - Current | 6 |
| Drummond Brothers College Consulting LLC | Weston, FL | Jun 2017 - Current | 6 |
| Us Employees Benefits Service Group LLC | Weston, FL | Jan 2015 - Current | 9 |
| South Florida Educational Financial Services LLC | Weston, FL | Mar 2014 - Current | 10 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- FL
- TX
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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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