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
Steven Hanson (CRD# 4854600) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 15 years of experience in the finance industry.
Susannah Harrison (CRD# 6359688) is a Financial Advisor working at Sagepoint Financial, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.
Gregory Hayden (CRD# 1693458) is an Investment Advisor Representative working at Planmember Securities Corporation in Hayward, CA and has over 31 years of experience in the finance industry.
Hunter Hayden (CRD# 5121056) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 9 years of experience in the finance industry.
Geoffrey Haynes (CRD# 2394892) is an Investment Advisor Representative working at Planmember Securities Corporation in Northport, AL and has over 15 years of experience in the finance industry.
Grover Henson (CRD# 1001039) is an Investment Advisor Representative working at Planmember Securities Corporation in Irvington, NY and has over 22 years of experience in the finance industry.
Ryan Herits (CRD# 6015143) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 12 years of experience in the finance industry.
Joseph Hill (CRD# 855644) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Paul Hinton (CRD# 830671) is an Investment Advisor Representative working at Planmember Securities Corporation in Texarkana, TX and has over 38 years of experience in the finance industry.
Sharon Hinton (CRD# 1364069) is an Investment Advisor Representative working at Planmember Securities Corporation in Texarkana, TX and has over 38 years of experience in the finance industry.