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
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
Luis Fondevila (CRD# 1258014) is an Investment Advisor Representative working at Planmember Securities Corporation in Los Angeles, CA and has over 28 years of experience in the finance industry.
Jared Ford (CRD# 6779780) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 5 years of experience in the finance industry.
Michael Fornasier (CRD# 2832055) is an Investment Advisor Representative working at Planmember Securities Corporation in Ponte Vedra, FL and has over 27 years of experience in the finance industry.
Zita Fortman (CRD# 2439591) is an Investment Advisor Representative working at Planmember Securities Corporation in Fresno, CA and has over 30 years of experience in the finance industry.
Chad Fowers (CRD# 2785054) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 27 years of experience in the finance industry.
Jimmy Freeman (CRD# 3240344) is an Investment Advisor Representative working at Planmember Securities Corporation in San Antonio, TX and has over 24 years of experience in the finance industry.
Ashley Gagne (CRD# 5842861) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 13 years of experience in the finance industry.
Scott Galbraith (CRD# 1014871) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Gregory Garbeff (CRD# 3067746) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry.
James Gates (CRD# 2858866) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 26 years of experience in the finance industry.