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
Martin Adams (CRD# 2703719) is an Investment Advisor Representative working at Planmember Securities Corporation in Birmingham, AL and has over 27 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 33 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 38 years of experience in the finance industry.