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).
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Total Assets Under Management8,218MILLION
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Total Number of Accounts64,132ACCOUNTS
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Average Account Value$128,134
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.