Planmember Securities Corporation
Planmember Securities Corporation (CRD# 11869) is a financial advisory firm headquartered in Carpinteria, CA. They manage $8,275,617,707 in 69,347 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management8,276MILLION
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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
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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
Martin Adams (CRD# 2703719) is an Investment Advisor Representative working at Planmember Securities Corporation in Birmingham, AL and has over 28 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 36 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 35 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 20 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 34 years of experience in the finance industry.
Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 14 years of experience in the finance industry.
Beren Anderson (CRD# 4712368) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 20 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 17 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 26 years of experience in the finance industry.
Martin Arinaga (CRD# 1377331) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 39 years of experience in the finance industry.