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
Kyle Clement (CRD# 5167212) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 14 years of experience in the finance industry.
Allyn Close (CRD# 1301793) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 39 years of experience in the finance industry.
Susan Cole (CRD# 1692924) is an Investment Advisor Representative working at Planmember Securities Corporation in Alamo, TN and has over 28 years of experience in the finance industry.
Carol Cory (CRD# 864012) is an Investment Advisor Representative working at Planmember Securities Corporation in Los Angeles, CA and has over 19 years of experience in the finance industry.
Joseph Craw (CRD# 1816387) is an Investment Advisor Representative working at Planmember Securities Corporation in Frederick, MD and has over 36 years of experience in the finance industry.
Aaron Cruz (CRD# 5950067) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.
Ron Culverson (CRD# 2515381) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Bryan Dearden (CRD# 4389117) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.
Lance Degrazier (CRD# 2121090) is an Investment Advisor Representative working at Planmember Securities Corporation in San Diego, CA and has over 33 years of experience in the finance industry.
Ryan Degrazier (CRD# 6538455) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 8 years of experience in the finance industry.