Planmember Securities Corporation

Planmember Securities Corporation (CRD# 11869) is a financial advisory firm headquartered in Carpinteria, CA. They manage $8,217,513,744 in 64,132 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,218
    MILLION
  • Total Number of Accounts
    64,132
    ACCOUNTS
  • Average Account Value
    $128,134
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Planmember Securities Corporation
Showing 1 - 10 of 431 top financial advisors.
1
Austin J. Adams
CRD#: 6629736
6187 Carpinteria Avenue, Carpinteria, CA 93013

Austin Adams (CRD# 6629736) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 6 years of experience in the finance industry.

2
Martin W. Adams
CRD#: 2703719
1976 Gadsden Hwy, Suite 236-244, Birmingham, AL 35235

Martin Adams (CRD# 2703719) is an Investment Advisor Representative working at Planmember Securities Corporation in Birmingham, AL and has over 26 years of experience in the finance industry.

3
Daniel A. Adel
CRD#: 1712429
Lake City, FL

Daniel Adel (CRD# 1712429) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 35 years of experience in the finance industry.

4
David W. Adel
CRD#: 1836080
Lake City, FL

David Adel (CRD# 1836080) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 33 years of experience in the finance industry.

5
James M. Adgar
CRD#: 4734751
6187 Carpinteria Avenue, Carpinteria, CA 93013

James Adgar (CRD# 4734751) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 18 years of experience in the finance industry.

6
John J. Akacki
CRD#: 5699003
1700 Pennsylvania Ave, Mcdonough, GA 30253

John Akacki (CRD# 5699003) is an Investment Advisor Representative working at Planmember Securities Corporation in Mcdonough, GA and has over 12 years of experience in the finance industry.

7
Stuart B. Allen
CRD#: 1829040
420 W. Jubal Early Drive, Suite #202, Winchester, VA 22601

Stuart Allen (CRD# 1829040) is an Investment Advisor Representative working at Planmember Securities Corporation in Winchester, VA and has over 32 years of experience in the finance industry. Stuart Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Scott A. Anderholt
CRD#: 5675592
31225 La Baya Drive, Suite 104, Westlake Village, CA 91362

Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 12 years of experience in the finance industry.

9
Kimberly K. Anderson
CRD#: 5134007
3130 Broadway, Kansas City, MO 64111

Kimberly Anderson (CRD# 5134007) is an Investment Advisor Representative working at Planmember Securities Corporation in Kansas City, MO and has over 15 years of experience in the finance industry.

10
David Y. Arakaki
CRD#: 2439082
95-119 Kamehameha Hwy, Suite A, Mililani, HI 96789

David Arakaki (CRD# 2439082) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 24 years of experience in the finance industry.

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