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
Cody Carpenter (CRD# 4428953) is an Investment Advisor Representative working at Planmember Securities Corporation in Mcdonough, GA and has over 22 years of experience in the finance industry.
Brent Carroll (CRD# 2087733) is an Investment Advisor Representative working at Planmember Securities Corporation in La Quinta, CA and has over 23 years of experience in the finance industry.
Nicholas Cava (CRD# 1477541) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 37 years of experience in the finance industry.
Jennifer Cavalier (CRD# 5226311) is an Investment Advisor Representative working at Planmember Securities Corporation in Naperville, IL and has over 17 years of experience in the finance industry.
Joseph Chalom (CRD# 1314273) is an Investment Advisor Representative working at Planmember Securities Corporation in Coral Springs, FL and has over 26 years of experience in the finance industry.
Sandra Chapman (CRD# 1069581) is an Investment Advisor Representative working at Planmember Securities Corporation in Reno, NV and has over 36 years of experience in the finance industry.
Alan Chinen (CRD# 2251117) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 31 years of experience in the finance industry.
Matthew Clark (CRD# 6143187) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 11 years of experience in the finance industry.
Robert Clay (CRD# 2124692) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 33 years of experience in the finance industry.
Graham Clement (CRD# 1025061) is an Investment Advisor Representative working at Planmember Securities Corporation in Houston, TX and has over 39 years of experience in the finance industry.